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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $383,939 |
BAKER & MCKENZIE LLP2+ years Service code 29 · EIN 36-2137456 | Legal | $375,428 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $157,975 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST CAPITAL MGMT Service code 27 · EIN 95-4766779 | Advisory (Plan) | $130,385 |
PETER CHANG ENTERPRISES, INC.2+ years Filed as: PETER MACHI Service code 30 1625 MARKET STREET · SAN FRANCISCO, CA 94103 | Direct payment from the plan; Employe... | $119,359 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Claims processing; Copying and duplic... | $94,090 |
Filed as: JP MORGAN Service code 27 270 PARK AVE · NEW YORK CITY, NY 11001 | Advisory (Plan) | $89,385 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $83,969 |
ENERGY INCOME PARTNERS2+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $83,146 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $70,056 |
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.77% | 12.33%-1.6pp | 8.32%+2.5pp | 17.84%-7.1pp |
| Employer contribution / active EE | $32,902 | $11,641+182.6% | $30,793+6.8% | $14,688+124.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |