Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $42,603 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $23,571 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $17,890 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $15,475 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $13,420 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -5.77% | -2.83%-2.9pp | 12.68%-18.4pp | 10.56%-16.3pp |
| Employer contribution / active EE | $4,627 | $11,770-60.7% | $22,860-79.8% | $13,643-66.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |