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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $475,098 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 28 · EIN 41-1533211 | Investment Management | $319,003 |
RIVER ROAD ASSET MANAGEMENT9+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $233,310 |
SOLDON LAW FIRM, LLC9+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $203,800 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $195,321 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $192,857 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 51 · EIN 76-6192146 | Investment Mgmt Fees | $192,736 |
GOODWIN CAPITAL ADVISORS9+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $185,256 |
BENEFIT PLAN ADMINISTRATORS7 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $144,417 |
THE SEGAL COMPANY9+ years Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Direct Payment | $118,357 |
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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 11.41% | 10.13%+1.3pp | 78.62%-67.2pp | 9.11%+2.3pp |
| Employer contribution / active EE | $26,941 | $13,162+104.7% | $31,646-14.9% | $12,231+120.3% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |