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 |
|---|---|---|
Service code 49 · EIN 31-0561070 | Other Services | $192,713 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $137,051 |
Service code 17 · EIN 36-4268991 | Pension Consulting | $112,793 |
CUNI, RUST & STRENK5 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $99,875 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $99,370 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $98,929 |
Filed as: STOCKBRIDGE SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $83,248 |
PNC BANK, N.A.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $77,850 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $70,801 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 51 · EIN 20-0928198 | Investment Mgmt Fees | $59,349 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.08% | 7.95%-7.9pp | 20.18%-20.1pp | 9.11%-9.0pp |
| Employer contribution / active EE | $20,341 | $14,684+38.5% | $29,108-30.1% | $12,231+66.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |