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 |
|---|---|---|
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $489,843 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 7501 WISCONSIN AVE 1500 · W BETHESDA, MD 20814 | Investment Management | $316,184 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $308,098 |
Service code 28 · EIN 13-3200244 | Investment Management | $272,028 |
VERUS3+ years Service code 27 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $205,000 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES Service code 28 · EIN 04-1554520 | Investment Management | $202,625 |
GCM GROSVENOR3+ years Filed as: GROSVENOR Service code 28 · EIN 36-3795985 | Investment Management | $195,008 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH L. REINHART, P.C. Service code 29 7355 SW HERMOSO WAY · TIGARD, OR 97223 | Legal | $193,725 |
PANAGORA ASSET MANAGEMENT3+ years Filed as: PANAGORA Service code 28 470 ATLANTIC AVE 9 · BOSTON, MA 12210 | Investment Management | $150,098 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $145,291 |
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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 11.78% | 23.90%-12.1pp | 7.90%+3.9pp | 23.90%-12.1pp |
| Employer contribution / active EE | $14,628 | $16,539-11.6% | $41,695-64.9% | $16,539-11.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |