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 |
|---|---|---|
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $169,917 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $55,230 |
BRENTWOOD1 year Service code 16 5999 RIDGEVIEW ST BLDG-B · CAMARILLO, CA 93012 | Consulting | $25,000 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $22,076 |
NORTHEAST ADVISORS, INC.2 years Service code 28 163 W LANCASTER AVE · PAOLI, PA 19301 | Investment Management | $20,000 |
LEGG MASON3 years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | -21.66% | 3.54%-25.2pp | 3.87%-25.5pp | 15.59%-37.2pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |