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 |
|---|---|---|
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $1,695,300 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 81-4017137 | Investment Management | $1,007,402 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $858,704 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $758,981 |
BOSTON PARTNERS10+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 98-0202744 | Investment Management | $550,638 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $540,984 |
CASTLEARK MANAGEMENT LLC4 years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $450,908 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $385,808 |
SCOUT INVESTMENTS, INC.10+ years Filed as: SCOUT INVESTMENTS Service code 28 · EIN 43-1925734 | Investment Management | $309,323 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $260,809 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.57% | 10.11%+0.5pp | 8.10%+2.5pp | 8.85%+1.7pp |
| Employer contribution / active EE | $4,175 | $12,795-67.4% | $28,649-85.4% | $8,529-51.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |