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 |
|---|---|---|
Service code 13 · EIN 91-1363171 | Contract Administrator | $117,529 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $83,157 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,000 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 50 · EIN 12-1192865 | Direct Payment | $70,564 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $64,189 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $50,279 |
FIRST EAGLE2 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 50 · EIN 57-1156902 | Direct Payment | $47,041 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MGMT Service code 28 · EIN 80-0175963 | Investment Management | $42,655 |
DANA INVESTMENT ADVISORS1 year Service code 50 · EIN 39-1512278 | Direct Payment | $37,983 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 50 · EIN 94-3112180 | Direct Payment | $37,964 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 5.28% | 11.01%-5.7pp | 8.10%-2.8pp | 7.65%-2.4pp |
| Employer contribution / active EE | $8,717 | $13,413-35.0% | $28,649-69.6% | $20,582-57.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |