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: J P MORGAN JPMCB STRATEGIC PROPERT Service code 14 · EIN 95-4557526 | Plan Administrator | $2,964,363 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 28 · EIN 04-0927339 | Investment Management | $901,061 |
Filed as: WALTER SCOTT INTERNATIONAL GROUP TR Service code 28 · EIN 76-6192146 | Investment Management | $465,581 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN REALITY ADVISORS Service code 28 · EIN 33-0123114 | Investment Management | $378,676 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF DISTRESSED REAL ESTATE Service code 28 · EIN 27-3463820 | Investment Management | $318,661 |
Service code 28 · EIN 47-5229744 | Investment Management | $299,857 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J P MORGAN'S JPMCB STRTEGIC PROPERT Service code 28 · EIN 13-3200244 | Investment Management | $264,142 |
Service code 28 · EIN 26-3891733 | Investment Management | $254,477 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD EMERGING MARKETS SMALL CAP E Service code 28 · EIN 45-3626181 | Investment Management | $193,459 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $184,000 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.56% | 6.00%+4.6pp | 8.01%+2.5pp | 5230.06%-5219.5pp |
| Employer contribution / active EE | $14,457 | $14,010+3.2% | $29,476-51.0% | $10,491+37.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |