Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $899,756 |
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 24 · EIN 04-3532603 | Discretionary Trustee | $302,923 |
FINDLEY1+ years Filed as: FINDLEY DAVIES INC. Service code 11 · EIN 34-1213174 | Actuarial | $171,592 |
BRENTWOOD ASSET ADVISORS1+ years Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 28 · EIN 59-3718394 | Investment Management | $55,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | 0.28% | -2.99%+3.3pp | -2.79%+3.1pp | -2.16%+2.4pp |
| Employer contribution / active EE | $296,549 | $44,634+564.4% | $39,327+654.1% | $42,949+590.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |