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 SAYLES3+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $458,238 |
PRIME, BUCHHOLZ & ASSOCIATES3+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $200,519 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $187,482 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $150,076 |
Service code 28 · EIN 04-1867445 | Investment Management | $102,151 |
WILLIAM BLAIR3+ years Service code 51 · EIN 13-2673503 | Investment Mgmt Fees | $78,267 |
Service code 10 · EIN 13-4008324 | Accounting | $7,548 |
Annual investment return 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 8.31% | 14.80%-6.5pp | 10.16%-1.8pp | 16.32%-8.0pp |
| Employer contribution / active EE | $4,101 | $5,344-23.3% | $33,192-87.6% | $12,766-67.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |