Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $1,653,873 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $423,577 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $316,284 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $259,124 |
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $191,045 |
J. WITT2+ years Service code 14 · EIN 36-6492502 | Plan Administrator | $150,981 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP. Service code 51 115 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Mgmt Fees | $148,730 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $140,000 |
Filed as: W. JORDAN Service code 30 · EIN 36-6492502 | Employee (plan) | $137,771 |
CHICAGO EQUITY PARTNERS2+ years Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4338679 | Investment Management | $125,501 |
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 1.96% | 6.68%-4.7pp | 4.72%-2.8pp | 9.19%-7.2pp |
| Employer contribution / active EE | $23,706 | $25,873-8.4% | $30,821-23.1% | $12,608+88.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |