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 MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 | Investment Management | $124,629 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 | Actuarial | $55,550 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $39,194 |
Service code 28 · EIN 51-0294065 | Investment Management | $39,000 |
Service code 28 · EIN 26-2817023 | Investment Management | $37,177 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $36,030 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO, L.P. Service code 28 · EIN 30-0471038 | Investment Management | $31,199 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $30,000 |
ASCENSUS LLC2+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $29,895 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 56-5693356 | Investment Management | $25,602 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.96% | 11.78%+1.2pp | 8.32%+4.6pp | 23.90%-10.9pp |
| Employer contribution / active EE | $14,295 | $11,309+26.4% | $30,793-53.6% | $16,539-13.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |