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 BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $709,944 |
Service code 13 · EIN 68-0315768 | Contract Administrator | $709,703 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL Service code 28 · EIN 20-2830751 | Investment Management | $261,749 |
Filed as: TCW METROPOLITAN WEST ASSET MGMT. Service code 28 · EIN 95-4597302 | Investment Management | $214,237 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $119,248 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $107,173 |
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 | Actuarial | $102,000 |
VERUS1+ years Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $94,573 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $88,791 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $53,886 |
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 | $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 | -0.96% | 1.36%-2.3pp | -1.61%+0.6pp | 1.67%-2.6pp |
| Employer contribution / active EE | $18,235 | $10,832+68.3% | $30,840-40.9% | $10,506+73.6% |
| 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% |