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 |
|---|---|---|
S. REEVES4+ years Service code 14 · EIN 36-6522619 | Plan Administrator | $78,177 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $61,312 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $55,840 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $53,999 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $53,652 |
RIVER ROAD ASSET MANAGEMENT4+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $49,420 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $43,203 |
T. WEYDEMAN4+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $42,831 |
Service code 28 · EIN 34-1922005 | Investment Management | $37,255 |
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -5.01% | -1.65%-3.4pp | -3.29%-1.7pp | 0.19%-5.2pp |
| Employer contribution / active EE | $8,860 | $15,083-41.3% | $36,762-75.9% | $13,763-35.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |