Filed May 8, 2023 (most recent of 5 filings on file)
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 |
|---|---|---|
VIA ACTUARIAL SOLUTIONS3 years Service code 11 · EIN 41-1894458 | Actuarial | $41,867 |
AMERICAN FUNDS9+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,000 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $19,755 |
US BANK9+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $17,853 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $17,818 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 12.08% | 5.54%+6.5pp | 8.92%+3.2pp | 8.76%+3.3pp |
| Employer contribution / active EE | $11,974 | $6,639+80.4% | $24,457-51.0% | $16,664-28.1% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |