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 MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $327,495 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $321,113 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $298,037 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $249,473 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $224,513 |
RENAISSANCE3+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $202,945 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $171,786 |
ATALANTA SOSNOFF3+ years Service code 28 · EIN 20-0461050 | Investment Management | $157,159 |
Filed as: SANTA BARBARA Service code 28 · EIN 20-3432117 | Investment Management | $98,273 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $76,671 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.82% | 12.92%+2.9pp | 10.36%+5.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $20,916 | $14,070+48.7% | $37,738-44.6% | $14,688+42.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |