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 |
|---|---|---|
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 2001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $49,237 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $32,548 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 19 · EIN 22-3470537 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $6,416 |
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 1.98% | -1.53%+3.5pp | -2.18%+4.2pp | -0.69%+2.7pp |
| Employer contribution / active EE | $5,769 | $14,498-60.2% | $38,751-85.1% | $16,786-65.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |