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: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $135,524 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $94,025 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $90,131 |
ASSOCIATED ADMINISTRATORS, LLC8+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $89,643 |
ATLANTA CAPITAL MANAGEMENT2 years Service code 28 · EIN 58-2236910 | Investment Management | $79,668 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
AMERICAN REALTY ADVISORS8+ years Service code 25 · EIN 33-0123114 | Directed Trustee | $67,684 |
INVESCO8+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $56,367 |
MORGAN LEWIS2 years Filed as: MORGAN LEWIS BROCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $34,458 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $31,435 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -12.07% | -5.85%-6.2pp | -2.63%-9.4pp | 39.77%-51.8pp |
| Employer contribution / active EE | $8,095 | $11,714-30.9% | $29,813-72.8% | $19,959-59.4% |
| Participant deferral / active EE | $160 | $18+800.0% | $8+1808.8% | $614-73.9% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |