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: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $82,152 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $56,239 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP AND KENDRICK Service code 29 · EIN 34-4439491 | Legal | $51,178 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Filed as: NORTHWERSTERN OHIO ADMINISTRATORS Service code 10 · EIN 34-1337680 | Accounting | $45,505 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $45,288 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $29,950 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,600 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $16,673 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 37-0802863 | Accounting | $11,000 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $5,204 |
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.31% | 2.79%-0.5pp | 4.16%-1.8pp | 11.88%-9.6pp |
| Employer contribution / active EE | $11,133 | $10,530+5.7% | $29,966-62.8% | $14,612-23.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |