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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 801 N BRAND BOULEVARD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $279,690 |
GLOBEFLEX CAPITAL LP3+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 4365 EXECUTIVE DRIVE, SUITE 720 · SAN DIEGO CA, CA 92121 | Investment Management | $139,726 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $108,993 |
ALGER3+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $84,586 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $80,000 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER, L.P. Service code 27 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $79,158 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $67,733 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BRYN LLC Service code 13 · EIN 25-1914887 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $58,080 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $40,061 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE, 9TH FL · NEW YORK, NY 10001 | Securities Custodian | $34,912 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 12.78% | 11.16%+1.6pp | 14.20%-1.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $12,552 | $17,064-26.4% | $27,968-55.1% | $16,539-24.1% |
| Participant deferral / active EE | $2,258 | $1,954+15.5% | $576+291.8% | $350+544.3% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |