Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $101,226 |
NICOLE BRAKER4+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $76,606 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $59,089 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $56,363 |
CHRISTINA BARRY3 years Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $50,054 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $35,095 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $24,750 |
LAUREL WEALTH ADVISORS3 years Filed as: LAUREL C. NIER Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $21,545 |
Service code 29 · EIN 16-1278314 | Legal | $17,419 |
Service code 10 · EIN 47-1793720 | Accounting | $7,463 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -5.59% | 4.25%-9.8pp | -752.26%+746.7pp | 0.19%-5.8pp |
| Employer contribution / active EE | $9,432 | $11,906-20.8% | $31,802-70.3% | $13,763-31.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |