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 |
|---|---|---|
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 04-3480839 | Investment Mgmt Fees | $259,755 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $150,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 90-0337987 | Bank Trustee | $77,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $50,429 |
LAZARD ASSET MANAGEMENT1 year Service code 51 · EIN 20-4571006 | Investment Mgmt Fees | $24,053 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $22,039 |
JONES & ROTH, PC3+ years Service code 10 · EIN 93-0819646 | Accounting | $19,500 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 51 · EIN 90-0947943 | Investment Mgmt Fees | $14,697 |
PENSIONSOFT CORPORATION3+ years Service code 49 · EIN 26-3794024 | Other Services | $9,183 |
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 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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.78% | 15.82%0pp | 16.78%-1.0pp | 17.84%-2.1pp |
| Employer contribution / active EE | $5,238 | $19,885-73.7% | $26,328-80.1% | $14,688-64.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |