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 INVESTMENTS3+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $549,791 |
Service code 28 · EIN 23-2962336 | Investment Management | $209,458 |
Service code 28 · EIN 13-3257590 | Investment Management | $146,950 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $136,888 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Claims processing; Recordkeeping and ... | $111,186 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $111,067 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $90,625 |
Filed as: MESIROW ADVANCED STRATEGIES, INC. Service code 28 · EIN 36-3741067 | Investment Management | $89,225 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $65,853 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $64,653 |
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 | $1,723,788-100.0% | $15,990-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 20.0%-20.0pp | 1.9%-1.9pp |
| Annual return | 14.48% | 23.90%-9.4pp | 8.74%+5.7pp | 23.90%-9.4pp |
| Employer contribution / active EE | $9,408 | $16,539-43.1% | $19,869-52.6% | $16,539-43.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $0 | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $627-100.0% | $18,975-100.0% |