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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $225,593 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $113,469 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $81,008 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $77,804 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 1200 6TH AVE #700 · SEATTLE, WA 98101 | Investment Management | $71,816 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-2964020 | Investment Management | $55,631 |
SMITH GROUP2+ years Service code 28 · EIN 20-0424541 | Investment Management | $35,794 |
FIERA CAPITAL1 year Filed as: FIERA Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $31,040 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE SUITE 2520 · NEW YORK, NY 10110 | Investment Management | $26,928 |
TURNER, STOEVE & GAGLIARDI, P.S.2+ years Filed as: TURNER, STOEVE Service code 29 · EIN 91-0774959 | Legal | $24,951 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 5.36% | 12.33%-7.0pp | 8.32%-3.0pp | 17.84%-12.5pp |
| Employer contribution / active EE | $2,803 | $11,641-75.9% | $30,793-90.9% | $14,688-80.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |