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 |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE ADVISORS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $913,733 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $889,199 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $575,040 |
MARATHON ASSET MANAGEMENT10+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $520,634 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $424,458 |
DEPRINCE, RACE & ZOLLO5 years Filed as: DEPRINCE, RACE, & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $405,173 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $293,075 |
WHITESTAR ADVISORS, LLC10+ years Service code 28 · EIN 03-0496641 | Investment Management | $287,480 |
UNION BANK & TRUST COMPANY10+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $269,891 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $220,720 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.97% | 8.48%+1.5pp | 8.10%+1.9pp | 8.48%+1.5pp |
| Employer contribution / active EE | $19,818 | $9,949+99.2% | $28,649-30.8% | $9,949+99.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |