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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $506,493 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $177,564 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $165,000 |
Filed as: J.P. MORGAN INVESTMENT MGMNT Service code 28 277 PARK AVENUE · NEW YORK, NY 10012 | Investment Management | $161,862 |
Service code 28 · EIN 04-2895544 | Investment Management | $153,705 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADV. TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $153,333 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $146,194 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $142,403 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2929221 | Investment Management | $124,328 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $122,870 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.09% | 7.95%-1.9pp | 20.18%-14.1pp | 9.11%-3.0pp |
| Employer contribution / active EE | $14,310 | $14,684-2.5% | $29,108-50.8% | $12,231+17.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |