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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $457,958 |
INVESTEC ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0948553 | Investment Management | $423,514 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP US, INC Service code 28 · EIN 56-2475915 | Investment Management | $345,702 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMEN, Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $321,370 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $222,087 |
SCOUT INVESTMENTS, INC.1 year Filed as: SCOUT INVESTMENTS, INC Service code 28 · EIN 43-1925734 | Investment Management | $192,693 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $191,399 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $180,678 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $180,102 |
LARRY MAGARIK, ESQ2+ years Filed as: LARRY MITCHELL Service code 14 · EIN 36-2164320 | Plan Administrator | $175,522 |
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 | $416,308-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 93.1%-93.1pp | 0.0%0pp |
| Annual return | 8.02% | 13.05%-5.0pp | 8.83%-0.8pp | 13.05%-5.0pp |
| Employer contribution / active EE | $0 | $27,402-100.0% | $24,478-100.0% | $27,402-100.0% |
| Participant deferral / active EE | $2,558 | $2,5580% | $13,255-80.7% | $2,5580% |
| Admin fee / account holder | $0 | $0 | $14,896-100.0% | - |