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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $478,831 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $251,244 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $82,495 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $21,423 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $21,357 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-1596610 | Investment Management | $14,448 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODERS Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $12,432 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANGEMENT Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $10,601 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN, SACHS & CO. Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $10,434 |
FULLER & THALER ASSET MANAGEMENT2+ years Service code 28 · EIN 94-3176968 | Investment Management | $6,338 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.06% | 5.96%+1.1pp | 4.07%+3.0pp | 9.19%-2.1pp |
| Employer contribution / active EE | $0 | $13,653-100.0% | $36,235-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |