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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT COMPANY Service code 28 · EIN 39-1346018 | Investment Management | $119,315 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,500 |
GREAT LAKES ADVISORS, LLC5+ years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $81,886 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $81,587 |
HEALTHSCOPE BENEFITS5+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $76,213 |
NYHART5+ years Service code 11 · EIN 35-0966414 | Actuarial | $59,650 |
ARIEL INVESTMENTS, LLC5+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $43,702 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $37,596 |
KERBER, ECK & BRAECKEL LLP5+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $32,500 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $21,825 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -8.77% | 6.41%-15.2pp | 8.01%-16.8pp | 11.45%-20.2pp |
| Employer contribution / active EE | $13,461 | $11,592+16.1% | $29,475-54.3% | $17,219-21.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |