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 |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.6+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $685,169 |
POLEN CAPITAL6+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $580,775 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $567,232 |
I.E. SHAFFER & CO.6+ 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 | $348,649 |
QUANTUM CAPITAL MANAGEMENT6+ years Service code 28 · EIN 22-3441832 | Investment Management | $314,438 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $192,448 |
GARCIA HAMILTON & ASSOCIATES6+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $117,999 |
Filed as: US REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $110,000 |
GCM GROSVENOR3 years Service code 28 · EIN 32-0497309 767 5TH AVE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $100,000 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $87,667 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.55% | 6.82%+6.7pp | 8.01%+5.5pp | 12.86%+0.7pp |
| Employer contribution / active EE | $11,289 | $12,695-11.1% | $29,476-61.7% | $13,687-17.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |