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 |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $161,387 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $94,124 |
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $90,805 |
PENN CAPITAL MANAGEMENT5+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $88,306 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $88,134 |
GCM GROSVENOR3 years Filed as: GCM GROSVENOR SECONDARY OPPORTUNITI Service code 28 · EIN 32-0497309 | Investment Management | $70,000 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $69,798 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $64,048 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $59,614 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $52,225 |
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 2.09% | 6.41%-4.3pp | 8.01%-5.9pp | 11.45%-9.4pp |
| Employer contribution / active EE | $16,195 | $11,592+39.7% | $29,476-45.1% | $17,219-5.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |