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 |
|---|---|---|
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $427,291 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $292,120 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $196,382 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $167,739 |
SUNTRUST BANKS, INC.4 years Filed as: SCOTT FREDRICK Service code 30 · EIN 35-6030666 | Direct payment from the plan; Employe... | $153,680 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $116,990 |
FRONTIER CAPITAL MANAGEMENT10+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $112,394 |
STEPHANIE LEIKER4 years Filed as: STEPHANIE LECHIEN Service code 30 · EIN 35-6030666 | Direct payment from the plan; Employe... | $111,160 |
LASHAWNYA BRUNSON4 years Service code 30 · EIN 35-6030666 | Employee (plan); Direct payment from ... | $98,680 |
LYNDSAY GERACI3 years Service code 30 · EIN 35-6030666 | Employee (plan); Direct payment from ... | $94,520 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.39% | 10.08%-1.7pp | 8.99%-0.6pp | 8.88%-0.5pp |
| Employer contribution / active EE | $13,287 | $15,398-13.7% | $25,171-47.2% | $15,934-16.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |