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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $511,593 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $427,595 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTOR SERVICES Service code 51 50 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $277,456 |
BOSTON PARTNERS4+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $197,706 |
LOOMIS SAYLES3 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $193,764 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN STRATEGIC VALUE REALTY FD Service code 51 801 N BRAND BLVD · GLENDALE, CA 91203 | Investment Mgmt Fees | $161,295 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $157,298 |
MARCO CONSULTING GROUP4+ years Filed as: THE MARCO CONSULTING GROUP,INC. Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $134,500 |
FIDUCIARY MGMT ASSOC4+ years Service code 51 · EIN 06-1656168 | Investment Mgmt Fees | $106,122 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $103,675 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 7.52% | 15.03%-7.5pp | 11.67%-4.2pp | 21.83%-14.3pp |
| Employer contribution / active EE | $4,109 | $3,206+28.2% | $28,376-85.5% | $12,237-66.4% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |