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 |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN MUTUAL FD INV TRUST Service code 28 · EIN 31-1574186 | Investment Management | $485,212 |
KENNEDY CAPITAL MANAGEMENT9+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $335,035 |
P&P WELFARE EDUCATIONAL FUND6 years Service code 15 · EIN 43-0657966 | Recordkeeping | $304,310 |
COMMERCE BANK9+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $148,560 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $105,000 |
ANDERS MINKLER HUBER & HELM LLP9+ years Service code 10 · EIN 43-0831507 | Accounting | $92,084 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $70,979 |
PROLOAN BOND FUND, LLC5 years Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $69,006 |
HARTNETT REYES-JONES, LLC5 years Service code 29 · EIN 43-1205253 | Legal | $54,322 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORP Service code 28 · EIN 36-2723087 | Investment Management | $18,446 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 12.10% | 7.95%+4.2pp | 20.18%-8.1pp | 9.11%+3.0pp |
| Employer contribution / active EE | $10,659 | $14,684-27.4% | $29,108-63.4% | $12,231-12.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |