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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $456,258 |
RAMIREZ ASSET MANAGEMENT1+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $258,210 |
FABIAN & BYRN LLC1+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $213,239 |
CONGRESS ASSET MANAGEMENT1+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $156,478 |
PGIM INVESTMENTS1+ years Filed as: JENNISON Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $105,282 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL Service code 28 1633 BROADWAY · NEW YORK, NY 10019 | Investment Management | $97,615 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $96,216 |
BLACKROCK1+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $81,717 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $78,665 |
BRANDES INVESTMENT PARTNERS1+ years Service code 28 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 921919048 | Investment Management | $76,069 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.83% | 1.36%-2.2pp | -1.61%+0.8pp | 1.67%-2.5pp |
| Employer contribution / active EE | $10,287 | $10,832-5.0% | $30,840-66.6% | $10,506-2.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |