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 |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $749,895 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD. Service code 19 · EIN 98-0465834 | Securities Custodian | $682,966 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $483,406 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $390,274 |
Filed as: GRYPHON INT INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $280,933 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST, NA Service code 28 · EIN 04-2755549 | Investment Management | $265,227 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $248,180 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $237,985 |
Service code 29 · EIN 91-0889948 | Legal | $214,123 |
WILLIAM BLAIR2 years Service code 28 · EIN 27-6331814 | Investment Management | $208,361 |
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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.42% | 13.46%+3.0pp | 9.39%+7.0pp | 17.84%-1.4pp |
| Employer contribution / active EE | $140,756 | $16,846+735.6% | $33,466+320.6% | $14,688+858.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |