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 |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $294,217 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $239,937 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $190,956 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: THE WILLIAM C. EARHART CO., INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $185,523 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $149,293 |
Service code 28 · EIN 91-1042342 | Investment Management | $148,488 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $125,473 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $117,706 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $114,128 |
Filed as: IRONWOOD INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 04-3386084 | Investment Management | $100,066 |
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.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.91% | 1.36%-3.3pp | -1.61%-0.3pp | 1.67%-3.6pp |
| Employer contribution / active EE | $8,738 | $10,832-19.3% | $30,840-71.7% | $10,506-16.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |