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 |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 8875 LIBERTY RIDGE DR · JACKSONVILLE, FL 32256 | Contract Administrator | $104,100 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 800 E.96TH STREET, STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $92,136 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370696 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $59,193 |
INVESCO3+ years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $51,330 |
VENABLE LLP3+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N. 56TH STREET · TAMPA, FL 33617 | Legal | $35,923 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $25,304 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $19,997 |
THE SEGAL COMPANY3+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR · CHICAGO, IL 60606 | Investment Management | $13,310 |
DENNIS G. JENKINS, CPA,LLC3+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $12,500 |
Filed as: MCDONNELL INVESTMENTS Service code 28 · EIN 36-4445613 1515 W. 22ND ST 11TH FLOOR · OAK BROOK, IL 60523 | Investment Management | $10,482 |
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 | 13.05% | 11.78%+1.3pp | 8.32%+4.7pp | 23.90%-10.8pp |
| Employer contribution / active EE | $9,016 | $11,309-20.3% | $30,793-70.7% | $16,539-45.5% |
| 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% |