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 |
|---|---|---|
PGIM INVESTMENTS2+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $446,663 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MANAGMENT Service code 28 · EIN 13-3257590 | Investment Management | $134,554 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD. - STE 800 · GLENDALE, CA 91023 | Investment Management | $134,040 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $107,387 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Recordkeeping and information managem... | $105,657 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $88,125 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $85,985 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK FINANCIAL MGMT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $70,664 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $65,458 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGMENT Service code 15 · EIN 04-2929221 | Recordkeeping | $45,227 |
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 | $35,636-100.0% | $16,905-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 16.7%-16.7pp | 1.8%-1.8pp |
| Annual return | 6.84% | 7.18%-0.3pp | 2.70%+4.1pp | 7.18%-0.3pp |
| Employer contribution / active EE | $9,609 | $13,095-26.6% | $23,479-59.1% | $13,095-26.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,103-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $724-100.0% | $362-100.0% |