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 |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $74,491 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $67,428 |
PEOPLES BANK3 years Service code 19 1999 WINCHESTER AVE · ASHLAND, KY 41101 | Securities Custodian | $39,338 |
UMR5+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $37,988 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE. · ST. PAUL, MN 55116 | Advisory (Plan) | $34,400 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $28,857 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 301 BATTERY ST. · SAN FRANCISCO, CA 94111 | Investment Management | $16,305 |
OAK ASSOCIATES2 years Filed as: OAK ASSOCIATES LTD Service code 28 3875 EMBASSY PKWY · AKRON, OH 44333 | Investment Management | $11,896 |
Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 W CAPITOL AVENUE · LITTLE ROCK, AK 72201 | Actuarial | $9,400 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -2.89% | 6.41%-9.3pp | 8.01%-10.9pp | 11.45%-14.3pp |
| Employer contribution / active EE | $13,681 | $11,592+18.0% | $29,475-53.6% | $17,219-20.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |