Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATERSON ASSETS MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $266,691 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $164,977 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $164,735 |
PORTFOLIO ADVISORS3 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $163,464 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $87,500 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $86,796 |
Filed as: LOGAN CAPITAL MANAGEMENT INC Service code 28 · EIN 23-2744570 | Investment Management | $84,919 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $84,118 |
SAMUEL GOLDSTEIN & CO PC6 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Employee (plan) | $81,051 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $79,372 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.32% | -4.95%-5.4pp | 22.50%-32.8pp | 2.77%-13.1pp |
| Employer contribution / active EE | $9,907 | $15,740-37.1% | $33,849-70.7% | $15,262-35.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |