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 |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $57,445 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $47,944 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $39,953 |
WINSLOW CAPITAL MANAGEMENT4+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 | Investment Management | $37,774 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $33,750 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $30,000 |
FOUNDRY PARTNERS4+ years Service code 28 700 W. SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $26,543 |
CIUNI & PANICHI, INC.4+ years Service code 10 · EIN 34-1322309 | Accounting | $17,596 |
L. CALVIN JONES AND CO. INC.4+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $14,365 |
Service code 64 · EIN 54-2172847 | Recordkeeping Fees | $14,163 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 6.53% | 10.27%-3.7pp | 10.56%-4.0pp | 53.27%-46.7pp |
| Employer contribution / active EE | $20,474 | $12,273+66.8% | $30,197-32.2% | $14,774+38.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |