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 |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,420,713 |
PATHWAY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,312,487 |
GOLDMAN SACHS2+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $1,298,596 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,272,268 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,054,444 |
THE TOWNSEND GROUP2+ years Service code 28 · EIN 34-1537656 | Investment Management | $962,953 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $945,469 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $896,216 |
JANUS HENDERSON1 year Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $773,314 |
CLARIVEST2+ years Service code 28 · EIN 20-4266356 | Investment Management | $710,100 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.67% | 7.64%-1.0pp | 4.74%+1.9pp | 10.64%-4.0pp |
| Employer contribution / active EE | $8,523 | $7,500+13.6% | $36,089-76.4% | $11,561-26.3% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |