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 |
|---|---|---|
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $216,661 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $144,640 |
Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $96,948 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,000 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $57,859 |
SMITH GRAHAM3+ years Filed as: SMITH, GRAHAM & CO Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $48,335 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $45,613 |
WELLINGTON TRUST COMPANY3+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $41,909 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MGMT Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $33,711 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $29,495 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.88% | 11.78%-1.9pp | 8.32%+1.6pp | 23.90%-14.0pp |
| Employer contribution / active EE | $11,443 | $11,309+1.2% | $30,793-62.8% | $16,539-30.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |