Filed February 5, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $1,325,789 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $842,533 |
ARROWSTREET CAPITAL3+ years Service code 51 · EIN 04-0434728 | Investment Mgmt Fees | $574,257 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $457,875 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $453,194 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT LLC Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $373,515 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS Service code 51 · EIN 84-1284659 | Investment Mgmt Fees | $360,985 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $342,278 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS LLC Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $329,021 |
LPL FINANCIAL1 year Filed as: WADDELL & REED INVESTMENT MGMT CO. Service code 51 · EIN 48-1106973 | Investment Mgmt Fees | $323,377 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,290-100.0% | $9,655,338-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 45.9%-45.9pp |
| Annual return | -90.26% | 6.03%-96.3pp | 11.12%-101.4pp | 10.21%-100.5pp |
| Employer contribution / active EE | $0 | $29,370-100.0% | $22,651-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $198-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | $13,518-100.0% |