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 |
|---|---|---|
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $926,013 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 28 · EIN 95-4486379 | Investment Management | $846,541 |
EARNEST PARTNERS, LLC8+ years Service code 28 · EIN 58-2386669 | Investment Management | $767,780 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $764,939 |
PERMIRA ADVISORS LLP4 years Filed as: PERMIRA CREDIT SOLUTIONS MANAGED AC Service code 28 | Investment Management | $718,090 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 · EIN 13-4064414 | Investment Management | $658,487 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $466,385 |
Filed as: BROOKFIELD ASSET MGMT PRIVATE INST Service code 28 · EIN 38-3907663 | Investment Management | $458,491 |
GOLDMAN SACHS5 years Filed as: MONOMOY CAPITAL PARTNERS AIV III LP Service code 28 · EIN 30-0944328 | Investment Management | $435,788 |
Service code 14 · EIN 83-2454243 | Plan Administrator | $420,535 |
Sign up free to preview 1 actuary disclosure
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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | -0.25% | 33.11%-33.4pp | 20.18%-20.4pp | 33.11%-33.4pp |
| Employer contribution / active EE | $20,318 | $9,000+125.8% | $29,108-30.2% | $9,000+125.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |