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 INSURANCE CO Service code 21 · EIN 22-1211670 PO BOX 9658 · PROVIDENCE, RI 02940 | Bank Trustee | $236,257 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $205,635 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $149,284 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 22-2232264 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 606061724 | Actuarial | $121,492 |
ARROWSTREET CAPITAL2+ years Service code 21 · EIN 04-3472863 200 CLARENDON STREET, 30TH FLOOR · BOSTON, MA 02116 | Bank Trustee | $119,747 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER Service code 20 · EIN 94-2854958 535 MIDDLEFIELD ROAD SUITE 230 · MENLO PARK, CA 94025 | Trustee (individual) | $94,670 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 21 · EIN 04-3183235 PO BOX 27810 · NEW YORK, NY 100877810 | Bank Trustee | $86,402 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 480751000 | Legal | $84,375 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY Service code 23 · EIN 52-1042410 DEPT 77430 PO BOX 77000 · DETROIT, MI 482770430 | Insurance services | $80,352 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Service code 21 · EIN 27-2990431 6070 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Bank Trustee | $65,189 |
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 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.61% | 6.13%+1.5pp | 4.74%+2.9pp | 9.19%-1.6pp |
| Employer contribution / active EE | $17,838 | $10,206+74.8% | $36,089-50.6% | $12,608+41.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |