Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 81-2114065 | Investment Management | $343,327 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO.(SOUTHEAST STATES) INC Service code 11 · EIN 13-2619259 | Actuarial | $291,066 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $212,885 |
JAMES BENNETT4 years Filed as: BENNETT, JAMES Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $199,587 |
GLOBAL TRUST COMPANY7 years Service code 28 · EIN 26-3761443 | Investment Management | $173,911 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL SMID Service code 28 · EIN 35-2679129 | Investment Management | $157,247 |
SMALLS, DEBORAH4 years Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $131,580 |
ALGER6 years Filed as: FRED ALGER MGMT LLC Service code 28 · EIN 13-2510833 | Investment Management | $123,569 |
SCHULTHEIS & PANETTIERI, LLP9+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $121,365 |
BAKER TILLY US, LLP4 years Filed as: BAKER, SUSAN Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $118,267 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.36% | 9.32%+3.0pp | 10.53%+1.8pp | 9.30%+3.1pp |
| Employer contribution / active EE | $10,674 | $14,511-26.4% | $26,797-60.2% | $12,551-15.0% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |