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 |
|---|---|---|
BOSTON PARTNERS1+ years Service code 28 · EIN 04-3270358 | Investment Management | $367,579 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $306,173 |
DYAL OFFSHORE INVESTORS1+ years Service code 28 · EIN 98-0657373 | Investment Management | $200,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $155,848 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $137,694 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $133,520 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $128,581 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 02-6493485 | Investment Management | $112,079 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 16 · EIN 13-3406417 | Consulting | $111,000 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT MANAGEMENT Service code 28 · EIN 56-2475915 | Investment Management | $101,399 |
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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -0.98% | 1.67%-2.7pp | 1.50%-2.5pp | 1.67%-2.7pp |
| Employer contribution / active EE | $19,784 | $10,506+88.3% | $37,746-47.6% | $10,506+88.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |