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 |
|---|---|---|
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $317,210 |
Service code 49 · EIN 16-0776208 | Other Services | $178,444 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $133,100 |
BLITMAN & KING7+ years Filed as: BLITMAN AND KING LLP Service code 29 · EIN 16-1047304 | Legal | $115,134 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $111,441 |
INVESCO6 years Filed as: INVESCO BALANCED-RISK ALLOC. TRUST Service code 28 · EIN 26-6399613 | Investment Management | $108,881 |
INVESCO6 years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 | Investment Management | $98,843 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $92,862 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MGMT COMPANY LLC Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $57,710 |
Filed as: ARCARA LENDA EUSANIO & STACEY, CPAS Service code 10 · EIN 47-1793720 | Accounting | $55,808 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -3.71% | -8.26%+4.6pp | -5.84%+2.1pp | 2.77%-6.5pp |
| Employer contribution / active EE | $11,007 | $12,543-12.2% | $31,839-65.4% | $15,262-27.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |