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 |
|---|---|---|
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $63,540 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $43,510 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $24,642 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $21,600 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING Service code 27 · EIN 59-3676225 | Advisory (Plan) | $18,000 |
Filed as: FILLENWARTH DENNERLINE, GROTH, TOWE Service code 29 · EIN 26-2311312 | Legal | $16,188 |
WESTEND ADVISORS1+ years Filed as: WEST END ADVISORS Service code 28 · EIN 20-1796773 | Investment Management | $14,414 |
GIBSON INSURANCE GROUP1+ years Service code 23 333 E JEFFERSON STREET P.O. BOX 610 · PLYMOUTH, IN 46563 | Other commissions; Insurance services | $9,595 |
AMALGAMATED BANK1+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $9,318 |
Filed as: JB INVESTMENT MANAGEMENT, LLC Service code 28 13890 BISHOPS DRIVE, SUITE 350 · BROOKFIELD, WI 53005 | Investment Management | $7,971 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -0.62% | 16.85%-17.5pp | 5.44%-6.1pp | 11.88%-12.5pp |
| Employer contribution / active EE | $13,314 | $10,313+29.1% | $25,481-47.8% | $14,612-8.9% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |