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 |
|---|---|---|
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $168,720 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $162,966 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $118,123 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $114,259 |
COLOMBO & COLOMBO, PC5+ years Service code 29 · EIN 38-2285740 | Legal | $70,275 |
Filed as: FAULKNER HOFFMAN & PHILLIPS LLC Service code 29 · EIN 45-1540483 20445 EMERALD PKWY 210, · CLEVELAND, OH 44135 | Legal | $16,601 |
Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $15,316 |
PIMCO FUNDS1 year Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $10,515 |
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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.48% | 221.56%-204.1pp | 29.77%-12.3pp | 53.27%-35.8pp |
| Employer contribution / active EE | $1,942 | $12,096-83.9% | $33,607-94.2% | $14,774-86.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |