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 MANAGEMENT1+ years Filed as: ASB REALTY Service code 28 · EIN 52-2037618 | Investment Management | $151,439 |
FARR MILLER & WASHINGTON1+ years Filed as: FARR MILLER Service code 28 · EIN 52-1979573 | Investment Management | $124,798 |
Filed as: QUEST Service code 28 · EIN 93-0880854 | Investment Management | $119,722 |
DEROY & DEVEREAUX1+ years Filed as: DEROY AND DEVEREAUX Service code 28 · EIN 38-2251232 | Investment Management | $111,249 |
INDURE FUND1+ years Service code 28 · EIN 26-3437991 | Investment Management | $91,482 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554520 | Investment Management | $90,907 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $70,436 |
MCDONNELL INVESTMENT MANAGER LLC1+ years Service code 28 · EIN 36-3738564 | Investment Management | $66,743 |
PCA INVESTMENT ADVISORY SERVICES1+ years Filed as: PCA Service code 28 · EIN 27-0640560 | Investment Management | $60,236 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARISI & SOLLARS, LLC Service code 29 · EIN 03-0599899 | Legal | $59,773 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.66% | 3.63%-4.3pp | 4.16%-4.8pp | 9.19%-9.9pp |
| Employer contribution / active EE | $9,632 | $11,363-15.2% | $29,966-67.9% | $12,608-23.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |