Filed April 1, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $372,563 |
BOSTON PARTNERS1 year Service code 27 60 EAST 42ND ST, STE 1550 · NEW YORK, NY 10165 | Advisory (Plan) | $330,236 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY Service code 27 · EIN 36-2214610 | Advisory (Plan) | $329,906 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS, INC Service code 27 · EIN 13-3353336 | Advisory (Plan) | $250,707 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 27 · EIN 13-3408600 | Advisory (Plan) | $229,797 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LP Service code 27 · EIN 76-1467823 | Advisory (Plan) | $227,540 |
SEGALL BRYANT & HAMILL2+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $174,326 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $116,753 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $113,082 |
Filed as: D.F. DENT AND COMPANY, INC. Service code 27 400 EAST PRATT STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $95,584 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.97% | 34.64%-16.7pp | 20.73%-2.8pp | 21.83%-3.9pp |
| Employer contribution / active EE | $2,086 | $7,654-72.7% | $36,503-94.3% | $12,237-83.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |