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 |
|---|---|---|
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $482,745 |
Filed as: AXIOM INVESTORS Service code 28 33 BENEDICT PL · GREENWICH, CT 06830 | Investment Management | $317,669 |
FIERA CAPITAL2 years Service code 28 · EIN 90-0947943 | Investment Management | $253,795 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $210,249 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 PO BOX 371509 · PITTSBURGH, PA 15251 | Investment Management | $182,446 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $178,507 |
GOLDMAN SACHS5 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $167,796 |
BERNZOTT CAPITAL ADVISORS2 years Service code 28 2802 FLINTROCK TRACE · LAKEWAY, TX 78738 | Investment Management | $134,323 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 13 · EIN 38-2383171 | Contract Administrator | $111,570 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $110,000 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 26.24% | 15.63%+10.6pp | 11.31%+14.9pp | 15.63%+10.6pp |
| Employer contribution / active EE | $21,166 | $11,476+84.4% | $35,729-40.8% | $11,476+84.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |