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 | $156,805 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $117,160 |
Service code 17 · EIN 36-4268991 | Pension Consulting | $116,682 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $107,649 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $80,939 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $74,632 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE NICHE LOGISTICS FUND LP Service code 51 · EIN 85-3831272 | Investment Mgmt Fees | $71,202 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 16 · EIN 46-0619194 | Consulting | $65,730 |
STOCKBRIDGE SMART MARKETS2 years Filed as: STOCKBRIDGE SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $60,289 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $56,421 |
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 | 14.21% | 10.33%+3.9pp | 8.10%+6.1pp | 9.30%+4.9pp |
| Employer contribution / active EE | $19,798 | $14,972+32.2% | $28,649-30.9% | $12,551+57.7% |
| 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% | - |