Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: SMITH BARNEY Service code 15 · EIN 13-1912900 | Recordkeeping | $48,940 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CALAMOS ADVISORS LLC3+ years Service code 28 2020 CALAMOS COURT · NAPERVILLE, IL 605632787 | Investment Management | $0 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
LORD ABBETT3+ years Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Filed as: MATTHEWS INTERNATIONAL CAP MGMT LLC Service code 28 · EIN 94-3250972 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 13.15% | 5.28%+7.9pp | 16.78%-3.6pp | 10.21%+2.9pp |
| Employer contribution / active EE | $26,667 | $35,590-25.1% | $26,328+1.3% | $42,272-36.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |