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 |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $826,584 |
Service code 28 · EIN 04-2895544 | Investment Management | $576,724 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $510,879 |
ALGER8 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510833 | Investment Management | $345,211 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $280,462 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $277,816 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $232,205 |
US BANK8 years Service code 15 · EIN 31-0841368 | Recordkeeping | $197,024 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $175,000 |
BAIRD FUNDS9+ years Filed as: ROBERT GEREMINO Service code 30 · EIN 22-6074414 | Direct payment from the plan; Employe... | $171,716 |
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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 5.92% | 8.44%-2.5pp | 14.20%-8.3pp | 9.11%-3.2pp |
| Employer contribution / active EE | $5,117 | $3,337+53.3% | $29,492-82.7% | $12,231-58.2% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |