Filed January 3, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 13 · EIN 42-1484983 | Contract Administrator | $377,041 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT ADV Service code 28 · EIN 23-2859590 | Investment Management | $353,255 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $340,370 |
Filed as: SILVERCREST Service code 28 · EIN 45-5146560 | Investment Management | $244,464 |
Service code 28 · EIN 30-0027188 | Investment Management | $228,056 |
FRANKLIN TEMPLETON2 years Filed as: TEMPLETON INVESTMENT COUNSEL Service code 28 · EIN 94-3385113 | Investment Management | $202,819 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER Service code 27 · EIN 23-3082822 | Advisory (Plan) | $163,847 |
DUFF & PHELPS, LLC3+ years Filed as: DUFF AND PHELPS Service code 27 · EIN 36-4090666 | Advisory (Plan) | $151,946 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Advisory (Plan) | $124,721 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 25 · EIN 16-0538020 | Directed Trustee | $111,321 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 15.88% | 35.86%-20.0pp | 10.53%+5.4pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $23,588-100.0% | $29,360-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |