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 |
|---|---|---|
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $285,413 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $152,894 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $143,326 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5521910 605 THIRD AVE 2ND FL BOX 2-11 · NEW YORK, NY 101580000 | Investment Management | $107,796 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $88,537 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $81,433 |
BRADFORD & MARZEC2+ years Service code 28 · EIN 26-1870753 333 S HOPE STREET, SUITE 4050 · LOS ANGELES, CA 900710000 | Investment Management | $69,470 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 325 JOHN H MCCONNELL BLVD. STE 200 · COLUMBUS, OH 432150000 | Investment Management | $66,133 |
RICHMOND CAPITAL MANAGEMENT2+ years Service code 28 · EIN 54-1288566 | Investment Management | $60,690 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $39,139 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.52% | 3.63%+2.9pp | 4.16%+2.4pp | 9.19%-2.7pp |
| Employer contribution / active EE | $14,193 | $11,363+24.9% | $29,966-52.6% | $12,608+12.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |