Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $93,616 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $82,451 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $74,644 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $64,011 |
JENNINGS SIGMOND P.C.2 years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $60,884 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $56,590 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 377 BROAD WAY · NEW YORK, NY 10013 | Investment Management | $54,499 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $37,500 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 51-0082644 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $34,566 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $32,152 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.08% | 33.70%-17.6pp | 14.64%+1.4pp | 53.27%-37.2pp |
| Employer contribution / active EE | $16,573 | $14,473+14.5% | $41,831-60.4% | $14,774+12.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |