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: CRESCENT CREDIT SOLUTIONS VIIIA-2LP Service code 28 · EIN 86-1529826 11100 SANTA MONICA BLVD SUITE 2000 · LOS ANGELES, CA 90025 | Investment Management | $835,308 |
I.E. SHAFFER & CO.8+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $287,161 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $261,377 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORSLLC Service code 10 · EIN 13-3257590 | Accounting | $242,433 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-6038770 | Advisory (Plan) | $211,354 |
PHILADELPHIA TRUST COMPANY8+ years Service code 28 · EIN 23-2979239 | Investment Management | $123,607 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $98,375 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $69,550 |
PELLETTIERI, RABSTEIN & ALTMAN8+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $52,859 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $39,923 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 6.29% | 7.15%-0.9pp | 20.18%-13.9pp | 37.77%-31.5pp |
| Employer contribution / active EE | $19,161 | $13,270+44.4% | $29,108-34.2% | $15,798+21.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |