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 |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,348,856 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $684,645 |
PATRIOT FINANCIAL PARTNERS, L.P.3+ years Filed as: PATRIOT FINANCIAL PARTNERS II LP Service code 28 · EIN 45-3772738 | Investment Management | $665,288 |
Service code 28 2929 ARCH STREET, 27TH FLOOR · PHILADELPHIA, PA 191042868 | Investment Management | $579,275 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $489,400 |
EATON VANCE3+ years Service code 28 · EIN 04-3101341 | Investment Management | $262,117 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $258,879 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $194,998 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $176,880 |
Filed as: INTERCONTINENTAL REAL ESTATE INVEST Service code 28 · EIN 04-3549299 | Investment Management | $141,133 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.24% | 12.33%-2.1pp | 8.32%+1.9pp | 17.84%-7.6pp |
| Employer contribution / active EE | $14,419 | $11,641+23.9% | $30,793-53.2% | $14,688-1.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |