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: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $468,950 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $328,684 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $279,285 |
JAY SMITH6+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $164,342 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $152,800 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $145,171 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $136,588 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $91,467 |
MARY JURNEY6+ years Filed as: MARY HARWOOD Service code 30 · EIN 51-6051034 | Employee (plan) | $86,486 |
AMY HERTZ6+ years Filed as: AMY VOLOCHATI Service code 30 · EIN 51-6051034 | Employee (plan) | $85,841 |
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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 20.29% | 14.11%+6.2pp | 14.84%+5.5pp | 15.63%+4.7pp |
| Employer contribution / active EE | $9,062 | $13,673-33.7% | $37,950-76.1% | $11,476-21.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |