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 |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,416,455 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 81-4017137 | Investment Management | $1,380,432 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $833,927 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $482,548 |
METWEST ASSET MANAGEMENT3 years Service code 28 · EIN 95-3703295 | Investment Management | $433,809 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $374,382 |
ORG PORTFOLIO MANAGEMENT4+ years Service code 49 · EIN 20-2915624 | Other Services | $332,525 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $324,713 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $314,453 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $308,930 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 5 reportable transactions
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.20% | 24.48%-23.3pp | 10.56%-9.4pp | 24.48%-23.3pp |
| Employer contribution / active EE | $11,963 | $9,418+27.0% | $30,199-60.4% | $9,418+27.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |