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 |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 22-2772200 | Investment Management | $473,115 |
OLD GLORY ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0065134 | Investment Management | $230,105 |
BLACKSTONE1+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3637000 | Investment Management | $175,766 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $173,592 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $168,748 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $156,983 |
GOODWIN CAPITAL ADVISORS1+ years Service code 28 · EIN 95-4191764 | Investment Management | $151,125 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: TURNER INVESTMENT PARTNERS INC. Service code 28 · EIN 23-2587824 | Investment Management | $148,726 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 28 · EIN 23-2962336 | Investment Management | $130,445 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 22-2808571 | Investment Management | $116,352 |
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 | -1.00% | 1.36%-2.4pp | -1.61%+0.6pp | 1.67%-2.7pp |
| Employer contribution / active EE | $11,170 | $10,832+3.1% | $30,840-63.8% | $10,506+6.3% |
| 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% |