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 |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Service code 27 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $105,000 |
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $78,688 |
KOVITZ INVESTMENT GROUP2 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 115 S. LASALLE ST, FL 27 · CHICAGO, IL 60603 | Advisory (Plan) | $73,301 |
TIC INTERNATIONAL CORPORATION5+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Claims processing; Contract Administr... | $64,240 |
DOLAN MCENIRY CAPITAL MANAGEMENT5+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $61,864 |
TRICON XI B LP5+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $48,927 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 515 S. FLOWER ST. 49TH FL · LOS ANGELES, CA 90071 | Investment Management | $34,619 |
ERIC J. FERNANDEZ & CO.5+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $31,020 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.610 · CARMEL, IN 460324529 | Actuarial | $24,900 |
GREENBURG TRAURIG, LLP5+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $23,853 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 15.11% | 10.27%+4.8pp | 10.56%+4.5pp | 53.27%-38.2pp |
| Employer contribution / active EE | $17,853 | $12,273+45.5% | $30,197-40.9% | $14,774+20.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |