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 MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $523,845 |
E.I.S.B., INC.1+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $375,675 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $368,784 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $317,850 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $309,830 |
Service code 28 · EIN 26-3437991 | Investment Management | $297,988 |
IFM INVESTORS PTY LTD1+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $239,177 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $82,500 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $75,090 |
COMERICA BANK1+ years Service code 18 · EIN 94-6062674 | Custodial (securities); Other investm... | $57,708 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 1.20% | 1.36%-0.2pp | -1.61%+2.8pp | 1.67%-0.5pp |
| Employer contribution / active EE | $12,505 | $10,832+15.4% | $30,840-59.5% | $10,506+19.0% |
| 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% |