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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $80,302 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $70,193 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $67,642 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $66,013 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $63,474 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE ASSET MANAGEMENT Service code 28 2005 MARKET ST · PHILADELPHIA, PA 191037094 | Investment Management | $60,293 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $50,709 |
MICHELLE OCHOCINSKI6+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan); Direct payment from ... | $34,744 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $30,307 |
FINANCIAL COUNSELORS INC4 years Service code 28 · EIN 43-0890172 | Investment Management | $29,274 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.55% | 24.46%+3.1pp | 11.08%+16.5pp | 13.24%+14.3pp |
| Employer contribution / active EE | $6,621 | $11,981-44.7% | $28,418-76.7% | $14,616-54.7% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |