Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $599,309 |
Filed as: IRON WORKERS LOCAL 11 WELFRAE FUND Service code 13 · EIN 22-6041517 | Contract Administrator | $431,244 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $346,093 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $306,209 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $141,105 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $138,004 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $128,675 |
Service code 28 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Management | $105,621 |
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $93,816 |
Filed as: GW&K INVESTMENTS Service code 28 · EIN 80-0250512 | Investment Management | $75,315 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 16.30% | 10.33%+6.0pp | 8.10%+8.2pp | 9.30%+7.0pp |
| Employer contribution / active EE | $20,147 | $14,972+34.6% | $28,649-29.7% | $12,551+60.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |