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: GRANTHAM MAYO VANOTTERLOO & CO LLC Service code 28 · EIN 02-0648221 | Investment Management | $859,469 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $599,043 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $592,576 |
Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $575,518 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $338,800 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $278,449 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $253,656 |
Filed as: PENSION CONSULTING ALLIANCE, LLC Service code 27 · EIN 38-3863278 | Advisory (Plan) | $230,800 |
CAL NET ENTERPRISES, LLC3+ years Service code 16 · EIN 95-4751910 | Consulting | $230,669 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $192,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $112,134-100.0% | $149,721-100.0% | $80,976-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.1%-87.1pp | 68.3%-68.3pp |
| Annual return | 11.57% | 17.23%-5.7pp | 1501.67%-1490.1pp | 22.91%-11.3pp |
| Employer contribution / active EE | $1,826 | $3,991-54.2% | $5,444-66.5% | $2,402-24.0% |
| Participant deferral / active EE | $1,263 | $6,036-79.1% | $6,568-80.8% | $3,848-67.2% |
| Admin fee / account holder | $0 | $109-100.0% | $11,282-100.0% | $67-100.0% |