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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232269 | Recordkeeping | $311,081 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $247,367 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $176,597 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $113,765 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $21,993 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $21,785 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-1596610 | Investment Management | $11,390 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODERS Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $9,760 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO INVESTMENT MANGEMENT Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $8,981 |
FULLER & THALER ASSET MANAGEMENT3+ years Service code 28 · EIN 94-3176968 | Investment Management | $7,173 |
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 13.07% | 12.17%+0.9pp | 12.88%+0.2pp | 17.84%-4.8pp |
| Employer contribution / active EE | $0 | $11,298-100.0% | $40,010-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |