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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 55-0672859 | Plan Administrator | $148,800 |
RIDGEWORTH3+ years Filed as: NFJ INVESTMENT GROUP Service code 28 · EIN 26-4310632 | Investment Management | $137,471 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $98,783 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $73,280 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $57,255 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $55,097 |
COLOMBO & COLOMBO, PC3+ years Service code 29 · EIN 38-2285740 | Legal | $32,441 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $19,760 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $14,060 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 5.91% | 12.52%-6.6pp | 9.39%-3.5pp | 23.90%-18.0pp |
| Employer contribution / active EE | $2,070 | $13,977-85.2% | $33,466-93.8% | $16,539-87.5% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |