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 |
|---|---|---|
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $1,027,655 |
EARNEST PARTNERS, LLC8+ years Service code 28 · EIN 58-2386669 | Investment Management | $985,520 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $984,076 |
SCHULTHEIS & PANETTIERI, LLP8+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $589,544 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $565,434 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $538,566 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $364,062 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $310,984 |
Filed as: JANUS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $303,968 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $286,963 |
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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.86% | -14.80%+3.9pp | -5.85%-5.0pp | -14.80%+3.9pp |
| Employer contribution / active EE | $9,654 | $8,996+7.3% | $31,839-69.7% | $8,996+7.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |