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.8 years Service code 13 · EIN 32-2383171 | Contract Administrator | $502,780 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $291,885 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $235,422 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $215,000 |
JOSEPH L. REINHART, PC6 years Filed as: JOSEPH L REINHART Service code 29 7355 SW HERMOSA WAY · TIGARD, OR 97223 | Legal | $201,210 |
INVESCO9+ years Service code 28 · EIN 46-3793325 | Investment Management | $187,749 |
ASB CAPITAL MANAGEMENT3 years Service code 28 7501 WISCONSIN AVE, 1500W · BETHESDA, MD 20814 | Investment Management | $176,225 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $173,841 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $154,099 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENTS MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $53,341 |
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 | $3,299,877-100.0% | $337,745-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 44.1%-44.1pp | 2.3%-2.3pp |
| Annual return | 96.38% | 37.77%+58.6pp | 9.57%+86.8pp | 37.77%+58.6pp |
| Employer contribution / active EE | $15,756 | $15,798-0.3% | $39,814-60.4% | $15,798-0.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $46-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $352,588-100.0% | $9,287-100.0% |