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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $224,102 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $212,333 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $211,340 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS INTECH Service code 28 · EIN 75-3019302 | Investment Management | $202,044 |
CHEIRON1 year Service code 11 · EIN 13-4215617 | Actuarial | $169,832 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $154,868 |
DOWD, BLOCH & BENNETT2+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $141,105 |
FIERA CAPITAL1 year Filed as: FIERRA CAPITAL Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $139,789 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $134,069 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $120,631 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 12.93% | 17.84%-4.9pp | 7.90%+5.0pp | 17.84%-4.9pp |
| Employer contribution / active EE | $12,840 | $14,688-12.6% | $41,695-69.2% | $14,688-12.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |