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 |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 95-2705767 | Investment Management | $379,620 |
ANGELA ALVEY8+ years Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Employee (plan); Other fees | $148,719 |
LOUIS PLUNG & COMPANY8+ years Filed as: LOUIS ROSE Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Employee (plan); Other fees | $112,099 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $112,000 |
DOYLE PRINTING1 year Filed as: DOYLE PRINTING AND OFFSET CO, INC. Service code 36 · EIN 53-0191325 | Copying and duplicating | $111,893 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $103,306 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $85,799 |
Service code 29 · EIN 52-1958229 | Legal | $68,840 |
COMERICA BANK8+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; C... | $65,705 |
ANNETTE PARKER7 years Filed as: ANNETTE SOUSSANIN Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 20031 | Employee (plan) | $62,312 |
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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 19.79% | 18.69%+1.1pp | 10.60%+9.2pp | 37.77%-18.0pp |
| Employer contribution / active EE | $2,566 | $12,263-79.1% | $43,831-94.1% | $15,798-83.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |