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 |
|---|---|---|
REAMS ASSET MANAGEMENT1+ years Service code 28 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $116,047 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $105,007 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $73,699 |
ARGENT CAPITAL MANAGEMENT1+ years Filed as: ARGENT CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1826950 | Investment Management | $55,660 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $53,191 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY CONSULTANTS, INC. Service code 27 · EIN 43-1489435 | Advisory (Plan) | $50,000 |
SCHEFFEL BOYLE1+ years Service code 10 · EIN 37-1206530 | Accounting | $35,559 |
DAVID ROMANO1+ years Filed as: DAVID GLASTETTER Service code 30 · EIN 37-6046408 | Employee (plan) | $34,416 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $22,216 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $21,833 |
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.32% | 0.06%+1.3pp | -0.81%+2.1pp | -0.60%+1.9pp |
| Employer contribution / active EE | $17,906 | $14,206+26.0% | $38,425-53.4% | $12,272+45.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |