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 |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $87,898 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $68,073 |
CHICAGO EQUITY PARTNERS1+ years Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4338679 | Investment Management | $63,880 |
FIAM LLC1+ years Service code 28 · EIN 04-3532603 | Investment Management | $47,092 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
PREZIOSO, GIANCARLO1+ years Service code 30 · EIN 22-6255484 | Direct payment from the plan; Employe... | $38,997 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $38,679 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $34,001 |
BOGGESS, CINDY1+ years Service code 30 · EIN 22-6255484 | Employee (plan); Direct payment from ... | $29,934 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 13-5160382 | Investment Management | $28,917 |
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 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 2.07% | 4.89%-2.8pp | 4.72%-2.6pp | 4.56%-2.5pp |
| Employer contribution / active EE | $28,322 | $13,673+107.1% | $30,821-8.1% | $15,526+82.4% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |