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 MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,445,275 |
I SQUARED CAPITAL1 year Service code 28 · EIN 98-1043772 | Investment Management | $978,994 |
PARNASSUS1 year Service code 28 · EIN 87-2269073 | Investment Management | $825,003 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS GROUP INC Service code 17 · EIN 13-3785492 | Pension Consulting | $792,813 |
GRAIN MANAGEMENT1 year Filed as: GRAIN MANAGEMENT LLC Service code 28 · EIN 27-2066237 | Investment Management | $561,678 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 81-4017137 | Investment Management | $415,219 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $346,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $337,601 |
RAAB, STURM & GANCHROW, LLP2 years Filed as: RAAB STURM & GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $321,303 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $320,634 |
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 | $0 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 8.64% | 13.18%-4.5pp | 9.57%-0.9pp | 13.18%-4.5pp |
| Employer contribution / active EE | $5,724 | $8,469-32.4% | $39,814-85.6% | $8,469-32.4% |
| Participant deferral / active EE | $0 | $322-100.0% | $46-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |