Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 27 | Advisory (Plan) | $322,621 |
PIMCO FUNDS2 years Filed as: PIMCO LIMITED PARTNER Service code 28 · EIN 32-0494577 | Investment Management | $256,509 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 20-5853753 | Investment Management | $231,778 |
PRINCIPLE LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL CUSTODIAL SOLUTIONS Service code 24 · EIN 51-0099493 | Discretionary Trustee | $227,676 |
CASTLELAKE LP2 years Filed as: CASTLELAKE Service code 28 · EIN 98-1456932 | Investment Management | $218,823 |
Filed as: SVB CAPITAL Service code 28 2770 SANDHILL RD · MENLO PARK, CA 94025 | Investment Management | $176,123 |
CRESSY & CO1 year Filed as: CRESSY & CO. Service code 28 155 N. WACKER · CHICAGO, IL 60606 | Investment Management | $150,372 |
RELATED RE2 years Service code 28 · EIN 85-3692834 | Investment Management | $126,877 |
APOLLO RESOURCES2 years Service code 28 · EIN 83-1847727 | Investment Management | $125,204 |
Filed as: AUDAX CAPITAL PARTNERS Service code 28 · EIN 98-1606652 | Investment Management | $81,013 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.32% | 5.34%-4.0pp | 9.17%-7.9pp | 9.30%-8.0pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |