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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $187,021 |
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $131,135 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $101,899 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $87,107 |
CUNI, RUST & STRENK7 years Service code 11 · EIN 31-1227755 | Actuarial | $82,964 |
FRANKLIN TEMPLETON7 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $71,881 |
STOCKBRIDGE SMART MARKETS2 years Filed as: STOCKBRIDGE SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $65,749 |
Service code 10 · EIN 61-1129886 | Accounting | $59,979 |
AMERICAN FUNDS2 years Filed as: STOCKBRIDGE NICHE LOGISTICS FUND LP Service code 51 · EIN 85-3831272 | Investment Mgmt Fees | $53,149 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $49,472 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.50% | 10.33%+0.2pp | 8.10%+2.4pp | 9.30%+1.2pp |
| Employer contribution / active EE | $12,892 | $14,972-13.9% | $28,649-55.0% | $12,551+2.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |