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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,058,560 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $174,203 |
GOLDMAN SACHS3+ years Filed as: DLJ CAPITAL PARTNERS LLP Service code 28 · EIN 26-1181152 | Investment Management | $47,784 |
AURORA EQUITY LP3+ years Service code 28 · EIN 27-1231417 | Investment Management | $7,566 |
ROCKPOINT REAL ESTATE3+ years Service code 28 · EIN 26-0302858 | Investment Management | $7,180 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 68 | Soft dollars commissions | $2,392 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 6.30% | 17.84%-11.5pp | 9.84%-3.5pp | 17.84%-11.5pp |
| Employer contribution / active EE | $32,987 | $14,688+124.6% | $50,102-34.2% | $14,688+124.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |