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 |
|---|---|---|
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP US, INC Service code 28 · EIN 56-2475915 | Investment Management | $405,496 |
INVESTEC ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0948553 | Investment Management | $384,629 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $319,876 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMEN, Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $252,420 |
SCOUT INVESTMENTS, INC.1+ years Filed as: SCOUT INVESTMENTS, INC (REAMS0 Service code 28 · EIN 43-1925734 | Investment Management | $211,209 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $201,478 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $179,798 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $170,516 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $149,579 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $145,609 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $366,691-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 89.1%-89.1pp | 0.0%0pp |
| Annual return | 2.20% | 6.44%-4.2pp | 4.33%-2.1pp | 6.44%-4.2pp |
| Employer contribution / active EE | $0 | $0 | $20,650-100.0% | - |
| Participant deferral / active EE | $2,577 | $2,5770% | $10,692-75.9% | $2,5770% |
| Admin fee / account holder | $0 | $0 | $27,257-100.0% | - |