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: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $898,424 |
THE SEGAL COMPANY3 years Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $449,005 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $437,000 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $432,356 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $371,792 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 52-1200960 | Investment Management | $311,998 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $294,742 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $268,984 |
NWPS1 year Service code 11 · EIN 04-3721424 | Actuarial | $267,577 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $232,310 |
Sign up free to preview 1 actuary disclosure
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 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.16% | -14.80%+3.6pp | -3.21%-7.9pp | -14.80%+3.6pp |
| Employer contribution / active EE | $17,678 | $8,996+96.5% | $46,051-61.6% | $8,996+96.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |