Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $446,600 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 48-1140940 | Investment Management | $203,278 |
Service code 15 · EIN 38-2958486 | Recordkeeping | $160,438 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $123,759 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Other fees; Custodial (other than sec... | $79,265 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $36,000 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $23,823 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 47-3503928 | Investment Management | $8,749 |
Service code 50 · EIN 41-1426973 | Direct Payment | $8,070 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $8,009 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 15.40% | 34.64%-19.2pp | 20.73%-5.3pp | 21.83%-6.4pp |
| Employer contribution / active EE | $6,686 | $7,654-12.6% | $36,503-81.7% | $12,237-45.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |