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 |
|---|---|---|
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $408,293 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $168,714 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $166,339 |
RIDGEWORTH1+ years Filed as: MONTAG AND CALDWELL Service code 51 · EIN 58-1022504 | Investment Mgmt Fees | $141,100 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $135,515 |
WILLIAM BLAIR1+ years Service code 51 · EIN 13-2673503 | Investment Mgmt Fees | $68,559 |
Filed as: BARROW, HANLEEY, MEWHINNEY STRAUSS Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $8,677 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $0 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $0 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT Service code 51 · EIN 06-1550868 | Investment Mgmt Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 17.44% | 3.11%+14.3pp | -2.01%+19.4pp | 3.11%+14.3pp |
| Employer contribution / active EE | $2,539 | $9,361-72.9% | $34,453-92.6% | $9,361-72.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |