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 |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $238,857 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $180,000 |
Service code 13 · EIN 52-1139156 9411 PHILADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Contract Administrator | $176,551 |
Filed as: REAL ESTATE INVESTMENT FUND, LLC Service code 27 · EIN 11-3786306 | Advisory (Plan) | $138,650 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $83,873 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $75,000 |
Filed as: LINDABURY, MCCORMICK, ESTABROOK & C Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE, P.O. BOX 2369 · WESTFIELD, NJ 07091 | Legal | $69,187 |
Service code 27 · EIN 13-3257590 | Advisory (Plan) | $61,913 |
BLACK & PINCKARD LLC6+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $56,329 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 1235 WESTLAKES DR, SUITE 400 · BERWYN, PA 19312 | Advisory (Plan) | $49,901 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.91% | 6.82%+5.1pp | 8.01%+3.9pp | 12.86%-0.9pp |
| Employer contribution / active EE | $11,512 | $12,695-9.3% | $29,476-60.9% | $13,687-15.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |