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 |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $1,009,849 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $615,561 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $575,747 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $488,482 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $474,333 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $421,629 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $311,361 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $289,323 |
CONTRARIAN2 years Service code 28 · EIN 47-3026446 | Investment Management | $270,000 |
GCM GROSVENOR1 year Filed as: GCM CUSTOMIZED FUND INVESTMENT GROU Service code 28 · EIN 80-0952472 | Investment Management | $265,000 |
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.35% | 16.32%-4.0pp | 8.32%+4.0pp | 16.32%-4.0pp |
| Employer contribution / active EE | $12,291 | $12,766-3.7% | $30,793-60.1% | $12,766-3.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |