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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $453,248 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-4994650 | Investment Management | $328,022 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE · NEW YORK, NY 10022 | Investment Management | $147,466 |
SLC MANAGEMENT2+ years Filed as: SUN TRUST BANK INC Service code 27 6070 POPLAR AVE STE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $112,146 |
ELLWOOD ASSOCIATES2+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $77,799 |
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $46,350 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 | Accounting | $16,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.04% | 9.41%-2.4pp | 5.00%+2.0pp | 9.19%-2.1pp |
| Employer contribution / active EE | $3,846 | $8,353-54.0% | $35,918-89.3% | $12,608-69.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |