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 |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $58,051 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $42,242 |
SCHARF INVESTMENTS LLC3+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $28,905 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $27,341 |
MADISON INVESTMENT ADVISORS3+ years Filed as: MADISON INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1194160 | Investment Management | $27,252 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $27,025 |
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $26,999 |
Service code 28 · EIN 80-0292839 | Investment Management | $21,589 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $10,622 |
Filed as: SCHAEFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 | Investment Management | $9,951 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 6.39% | -2.53%+8.9pp | -61.72%+68.1pp | -0.69%+7.1pp |
| Employer contribution / active EE | $10,982 | $37,001-70.3% | $47,703-77.0% | $16,786-34.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |