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 |
|---|---|---|
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,494,191 |
PARNASSUS4 years Filed as: PARNASSUS INVESTMENTS Service code 28 · EIN 87-2269073 | Investment Management | $880,228 |
Filed as: ISQ GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-1043772 | Investment Management | $867,021 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS GROUP INC Service code 16 · EIN 13-3785492 | Consulting | $531,084 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MGMT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $519,173 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 13-1879376 | Investment Management | $479,124 |
PRIMUS HIGH YIELD BOND4 years Service code 28 151 W 42ND STREET · NEW YORK, NY 10036 | Investment Management | $393,716 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $342,000 |
SCHULTHEIS & PANETTIERI, LLP6 years Service code 10 · EIN 13-1577780 | Accounting | $275,608 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $259,899 |
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 | $1,469,698-100.0% | $104,068-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -8.48% | 7.68%-16.2pp | -10.12%+1.6pp | 7.68%-16.2pp |
| Employer contribution / active EE | $5,648 | $9,142-38.2% | $47,166-88.0% | $9,142-38.2% |
| Participant deferral / active EE | $0 | $462-100.0% | $492-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,025-100.0% | $19,323-100.0% |