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 |
|---|---|---|
QUANTUM CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-3441832 | Investment Management | $402,576 |
PATRIOT FINANCIAL PARTNERS, L.P.1+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $349,895 |
I.E. SHAFFER & CO.1+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $327,601 |
POLEN CAPITAL1+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $281,676 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $278,495 |
ALGER1+ years Filed as: FRED ALGER Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $258,582 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $168,288 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON CO ASSET MANAGEMENT LLC Service code 28 MELLON FINANCIAL CENTER ONE BOSTON · BOSTON, MA 021084408 | Investment Management | $132,122 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $115,652 |
Filed as: DAVID A. GERSON & ASSO., P.C. Service code 10 · EIN 22-3163246 | Accounting | $73,121 |
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.94% | 1.36%+1.6pp | -1.61%+4.6pp | 1.67%+1.3pp |
| Employer contribution / active EE | $10,517 | $10,832-2.9% | $30,840-65.9% | $10,506+0.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |