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: US REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $158,810 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $154,446 |
LOOMIS SAYLES3+ years Service code 28 · EIN 84-6391546 | Investment Management | $150,578 |
FIRST EAGLE1 year Service code 28 1345 AVENUE OF THE AMERICAS 48TH FL · NEW YORK, NY 10105 | Investment Management | $124,983 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $118,342 |
Filed as: ENTRUST PERMAL OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $113,277 |
Service code 28 · EIN 75-2403190 | Investment Management | $103,272 |
JACOBS & COMPANY3+ years Service code 28 · EIN 94-3056301 | Investment Management | $98,342 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $93,633 |
RAEL & LETSON3+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $87,004 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.96% | 13.03%-3.1pp | 10.36%-0.4pp | 23.90%-13.9pp |
| Employer contribution / active EE | $5,068 | $15,779-67.9% | $37,738-86.6% | $16,539-69.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |