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 INVESTMENTS8+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $362,927 |
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Copying and duplicating; Claims proce... | $130,112 |
Service code 28 · EIN 13-3257590 | Investment Management | $122,640 |
ATLANTA CAPITAL MANAGEMENT8+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $116,820 |
HAMILTON LANE ADVISORS, LLC6 years Service code 28 · EIN 23-2962336 | Investment Management | $103,878 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $103,125 |
Filed as: BOYD WATTERSON ASSET MGMT. CO. Service code 28 · EIN 34-1922005 | Investment Management | $78,272 |
GREAT LAKE ADVISORS2 years Filed as: GREAT LAKE ADVISORS, LLC Service code 28 · EIN 80-0292839 | Investment Management | $70,078 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $48,236 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 · EIN 23-0891050 | Legal | $46,900 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.00% | 2.77%-12.8pp | -9.70%-0.3pp | 2.77%-12.8pp |
| Employer contribution / active EE | $17,287 | $15,262+13.3% | $44,610-61.2% | $15,262+13.3% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |