Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,792,248 |
HAMILTON LANE ADVISORS, LLC7+ years Service code 28 · EIN 23-2962336 | Investment Management | $600,000 |
Service code 28 · EIN 42-1693587 | Investment Management | $501,463 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $476,066 |
JUNTO OFFSHORE FUND LTD.2 years Filed as: JUNTO OFFSHORE FUND LTD Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $469,026 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $459,465 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $451,048 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $398,092 |
EMPLOYEE 51 year Filed as: EMPLOYEE ID 448588 Service code 30 · EIN 13-1895132 | Employee (plan); Direct payment from ... | $377,179 |
Service code 28 | Investment Management | $347,386 |
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 | $1,469,698-100.0% | $447,195-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -8.38% | 7.68%-16.1pp | -11.06%+2.7pp | 7.68%-16.1pp |
| Employer contribution / active EE | $3,116 | $9,142-65.9% | $55,362-94.4% | $9,142-65.9% |
| Participant deferral / active EE | $0 | $462-100.0% | $26-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $3,572-100.0% | $19,323-100.0% |