Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 215 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $361,031 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $286,339 |
Filed as: JANUS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $263,345 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $254,646 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $253,106 |
Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $238,920 |
FIERA CAPITAL1 year Filed as: FIERRA CAPITAL INC. Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $196,159 |
DOWD, BLOCH & BENNETT1 year Filed as: DOWD BLOCH BENNETT CERVONE AUERBACH Service code 29 · EIN 36-3371377 | Legal | $187,882 |
HEIN & ASSOCIATES LLP1 year Filed as: LR HEIN CONSTRUCTION Service code 99 1480 INDUSTRIAL DRIVE · ITASCA, IL 60143 | Other Fees | $173,368 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $139,085 |
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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 7.26% | 12.86%-5.6pp | 7.48%-0.2pp | 12.86%-5.6pp |
| Employer contribution / active EE | $13,249 | $13,687-3.2% | $39,603-66.5% | $13,687-3.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |