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 |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $534,006 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $296,889 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $270,081 |
Filed as: THE WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $229,451 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $212,815 |
Service code 28 · EIN 91-1042342 | Investment Management | $179,148 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $166,224 |
Service code 10 · EIN 83-0431313 | Accounting | $162,400 |
NEPC, LLC8+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $146,771 |
COLETT LAW GROUP, LLP8+ years Service code 29 · EIN 26-1490900 | Legal | $70,403 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -14.39% | -7.95%-6.4pp | -5.85%-8.5pp | 23.41%-37.8pp |
| Employer contribution / active EE | $9,218 | $13,972-34.0% | $31,839-71.0% | $12,650-27.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |