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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 52-1590516 | Plan Administrator | $955,447 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVST.CO (WALTER SCOTT) Service code 28 | Investment Management | $566,523 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $337,765 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $328,412 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $236,784 |
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES INC. Service code 28 · EIN 84-3937993 | Investment Management | $215,235 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $211,538 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $190,000 |
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $186,313 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 · EIN 20-0292745 | Investment Management | $177,576 |
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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 13.99% | 11.76%+2.2pp | 10.41%+3.6pp | 15.63%-1.6pp |
| Employer contribution / active EE | $2,628 | $3,456-24.0% | $31,248-91.6% | $11,476-77.1% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |