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 |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $165,042 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $131,500 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $116,984 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $107,399 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $107,157 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $72,294 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $68,034 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $63,445 |
MARCO CONSULTING GROUP10+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $50,811 |
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.05% | 8.62%+0.4pp | 8.99%+0.1pp | 10.52%-1.5pp |
| Employer contribution / active EE | $18,960 | $14,400+31.7% | $25,171-24.7% | $15,140+25.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |