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: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-3532603 | Recordkeeping | $884,583 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $375,716 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $374,455 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 49 · EIN 95-3692822 | Other Services | $324,411 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $279,469 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $237,486 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 | Investment Management | $224,314 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $206,000 |
CBRE CLARION SECURITIES LLC2+ years Service code 28 · EIN 23-2802869 | Investment Management | $159,494 |
GOLDMAN SACHS2+ years Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 75-3179897 | Investment Management | $154,585 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Form 5500 reported that benefits due were not provided when due.
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% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.53% | 28.71%-23.2pp | 7.98%-2.4pp | 9.19%-3.7pp |
| Employer contribution / active EE | $10,385 | $15,250-31.9% | $23,724-56.2% | $12,608-17.6% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |