Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O2 years Service code 14 · EIN 94-1557079 | Plan Administrator | $4,806,947 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN Service code 28 · EIN 52-2334338 | Investment Management | $2,368,885 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $2,349,507 |
Filed as: NCC ENTRUST PERMAL PARTNERS LP Service code 28 · EIN 13-4021839 | Investment Management | $1,692,305 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $1,130,143 |
FISHER INVESTMENTS7+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,109,520 |
POST ADVISORY GROUP7+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,061,341 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 82-2733202 | Investment Management | $971,048 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $892,169 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $862,458 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.07% | -5.36%-2.7pp | -5.85%-2.2pp | 7.68%-15.8pp |
| Employer contribution / active EE | $14,885 | $12,163+22.4% | $31,839-53.2% | $9,142+62.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |