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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $184,181 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $70,051 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $69,046 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $60,000 |
O'SULLIVAN ASSOCIATES1 year Service code 11 · EIN 20-8199367 | Actuarial | $59,525 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $59,189 |
BARBARA GILL2+ years Filed as: BARBARA MAGEE Service code 30 · EIN 22-6196388 | Direct payment from the plan; Employe... | $53,238 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3405915 | Investment Management | $48,219 |
ENNIS HARGADON, LLC1 year Service code 10 · EIN 47-1121653 | Accounting | $45,780 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGMENT COMPANY Service code 28 · EIN 22-2796848 | Investment Management | $36,266 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 5.05% | 4.38%+0.7pp | 4.72%+0.3pp | 7.18%-2.1pp |
| Employer contribution / active EE | $7,533 | $13,406-43.8% | $30,821-75.6% | $13,095-42.5% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |