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 |
|---|---|---|
BENEFIT FUND SERVICE COMPANY2+ years Service code 13 · EIN 25-1324245 | Contract Administrator | $187,625 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST CAPITAL MGMT. Service code 28 · EIN 95-4766779 | Investment Management | $85,171 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIENCE REAL ESTATE Service code 28 · EIN 27-0185492 | Investment Management | $78,278 |
APEX CAPITAL MANAGEMENT2+ years Service code 28 · EIN 31-1198068 | Investment Management | $63,220 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $59,980 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $50,000 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 34-0797057 | Investment Management | $32,208 |
GROSSMAN YANAK & FORD LLP2+ years Filed as: GROSSMAN YANAK & FORD, LLP Service code 10 · EIN 25-1638525 | Accounting | $30,978 |
COWDEN ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1750131 | Actuarial | $28,593 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $27,444 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.08% | 4.82%-0.7pp | 3.97%+0.1pp | 7.18%-3.1pp |
| Employer contribution / active EE | $8,466 | $12,725-33.5% | $28,168-69.9% | $13,095-35.3% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |