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 |
|---|---|---|
FARR MILLER & WASHINGTON3+ years Filed as: FARR MILLER Service code 28 · EIN 52-1979573 | Investment Management | $158,425 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB REALTY Service code 28 · EIN 52-2037618 | Investment Management | $152,209 |
Filed as: QUEST Service code 28 · EIN 93-0880854 | Investment Management | $149,663 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-1554520 | Investment Management | $127,925 |
DEROY & DEVEREAUX3+ years Filed as: DEROY AND DEVEREAUX Service code 28 · EIN 38-2251232 | Investment Management | $116,092 |
INDURE FUND3+ years Service code 28 · EIN 26-3437991 | Investment Management | $98,797 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $87,091 |
MCDONNELL INVESTMENT MANAGER LLC3+ years Service code 28 · EIN 36-3738564 | Investment Management | $80,118 |
BROADVIEW3+ years Service code 28 · EIN 39-2020480 | Investment Management | $73,500 |
PCA INVESTMENT ADVISORY SERVICES3+ years Filed as: PCA Service code 28 · EIN 27-0640560 | Investment Management | $73,009 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.40% | 2.02%+6.4pp | -752.26%+760.7pp | 33.37%-25.0pp |
| Employer contribution / active EE | $12,154 | $12,422-2.2% | $31,802-61.8% | $11,253+8.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |