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 & WASHINGTON4 years Service code 28 · EIN 52-1979573 | Investment Management | $200,609 |
DEROY & DEVEREAUX4 years Service code 28 · EIN 38-2251232 | Investment Management | $200,121 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $163,369 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $154,136 |
Service code 28 · EIN 26-2237421 | Investment Management | $138,899 |
SEGALL BRYANT & HAMILL8+ years Service code 28 · EIN 35-2679129 | Investment Management | $131,995 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $72,350 |
GARCIA HAMILTON & ASSOCIATES4 years Service code 28 · EIN 76-0589652 | Investment Management | $70,105 |
DAVID RAY7 years Service code 14 · EIN 35-1102579 | Plan Administrator | $68,546 |
LYRICAL ASSET MANAGEMENT4 years Service code 28 · EIN 37-1572793 | Investment Management | $68,526 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.06% | 7.95%+2.1pp | 20.18%-10.1pp | 9.11%+1.0pp |
| Employer contribution / active EE | $12,090 | $14,684-17.7% | $29,108-58.5% | $12,231-1.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |