Filed January 25, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VANTAGE CONSULTING GROUP, INC.5+ years Filed as: VANTAGE CONSULTING GROUP Service code 27 3500 PACIFIC AVE · VIRGINIA BEACH, VA 234512818 | Advisory (Plan) | $976,549 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $609,025 |
MATRIX ASSET ADVISOR3 years Filed as: MATRIX ASSET ADVISORS IN Service code 27 · EIN 06-9471254 | Advisory (Plan) | $158,131 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSET MANAGEME Service code 27 · EIN 41-0883341 | Advisory (Plan) | $109,571 |
Filed as: GRANTHAM MAYO VAN OTTERL Service code 27 · EIN 04-2691242 | Advisory (Plan) | $108,384 |
Filed as: KESTREL INVESTMENT MGMT Service code 27 · EIN 94-3173193 | Advisory (Plan) | $97,570 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 27 · EIN 06-1439577 | Advisory (Plan) | $58,861 |
FINDLEY2 years Service code 13 · EIN 34-1213174 | Contract Administrator | $38,745 |
Filed as: STATE STREET GLOBAL ADV Service code 27 · EIN 81-4017137 | Advisory (Plan) | $20,126 |
MARCUM LLP5+ years Service code 10 · EIN 11-1986323 | Accounting | $9,270 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.59% | 12.77%-1.2pp | 90.61%-79.0pp | 12.86%-1.3pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |