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 |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $105,893 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $100,810 |
MANNING & NAPIER4 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $96,090 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,731 |
FEDERATED5+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $62,258 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $37,380 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $36,692 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $19,546 |
JBM COMPUTER CONSULTANTS5+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $11,902 |
PCA TECHNOLOGY GROUP1 year Filed as: PCA TECHNOLOGY GROUP INC. Service code 15 · EIN 26-0022778 | Recordkeeping | $7,525 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | -6.47% | 9.58%-16.0pp | 9.52%-16.0pp | 11.45%-17.9pp |
| Employer contribution / active EE | $18,686 | $21,155-11.7% | $41,951-55.5% | $17,219+8.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |