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 |
|---|---|---|
PERMIRA ADVISORS LLP5 years Filed as: PERMIRA CREDIT SOLUTIONS MANAGED AC Service code 28 | Investment Management | $1,018,891 |
EARNEST PARTNERS, LLC9+ years Service code 28 · EIN 58-2386669 | Investment Management | $929,627 |
Service code 28 · EIN 36-4823113 | Investment Management | $700,649 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $609,870 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $543,874 |
INVESCO1 year Filed as: INVESCO PRIVATE CR OPP FD LP Service code 28 225 LIBERTY STREET · NEW YORK, NY 10281 | Investment Management | $483,848 |
Service code 14 · EIN 83-2454243 | Plan Administrator | $412,035 |
GOLDMAN SACHS6 years Filed as: MONOMOY CAPITAL PARTNERS AIV III LP Service code 28 · EIN 30-0944328 | Investment Management | $400,192 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $385,246 |
ASHER KELLY5 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $349,590 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.91% | 8.48%+2.4pp | 8.10%+2.8pp | 8.48%+2.4pp |
| Employer contribution / active EE | $21,069 | $9,949+111.8% | $28,649-26.5% | $9,949+111.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |