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 ADVISORS3+ years Service code 28 801 N. BRAND BLVD. · GLENDALE, CA 91203 | Investment Management | $276,195 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $248,328 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS INTECH Service code 28 · EIN 75-3019302 | Investment Management | $235,399 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $219,160 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $183,853 |
CHEIRON2 years Service code 11 · EIN 13-4215617 | Actuarial | $176,692 |
FIERA CAPITAL2 years Filed as: FIERRA CAPITAL Service code 28 375 PARK AVENUE 8TH FL · NEW YORK, NY 10152 | Investment Management | $173,792 |
DOWD, BLOCH & BENNETT3+ years Filed as: DOWD BLOCH BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $146,922 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $127,615 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $124,353 |
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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 11.45% | 33.37%-21.9pp | 83.75%-72.3pp | 33.37%-21.9pp |
| Employer contribution / active EE | $12,690 | $11,253+12.8% | $41,592-69.5% | $11,253+12.8% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |