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 |
|---|---|---|
Service code 49 · EIN 22-6041517 | Other Services | $607,237 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $183,281 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $134,360 |
Filed as: WCM FOCUSED INTERNATIONAL GROWTH Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $109,637 |
PATRIOT FINANCIAL PARTNERS, LP9+ years Filed as: PATRIOT FINANCIAL PARTNERS Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $109,292 |
TODD EUGENE HOLT1 year Filed as: TODD ASSET MANAGEMENT Service code 28 101 S. 5TH STREET, SUITE 3100 · LOUISVILLE, KY 40202 | Investment Management | $102,860 |
MANNING & NAPIER9+ years Service code 25 · EIN 16-0995736 | Directed Trustee | $100,610 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,095 |
NEW TOWER6 years Filed as: NEW TOWER TRUST COMPANY (MEPT) Service code 28 7315 WISCONSIN AVENUE · BEHTESDA, MD 20814 | Investment Management | $69,740 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $52,334 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.20% | 10.33%-4.1pp | 8.10%-1.9pp | 9.30%-3.1pp |
| Employer contribution / active EE | $17,447 | $14,972+16.5% | $28,649-39.1% | $12,551+39.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |