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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $180,521 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $147,886 |
BOSTON PARTNERS1 year Service code 28 · EIN 20-5461810 | Investment Management | $108,310 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $99,216 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, 13TH FLOOR · BETHESDA, MD 20814 | Investment Management | $88,132 |
Filed as: SIGULER GUFF & COMPANY, LP Service code 28 200 PARK AVENUE, 23RD FLOOR · NEW YORK, NY 10166 | Investment Management | $60,214 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $58,713 |
US BANK8+ years Service code 18 · EIN 41-0417860 | Direct payment from the plan; Custodi... | $45,434 |
THE PREVIANT LAW FIRM, S.C.4 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $39,161 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $29,850 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -1.12% | 7.95%-9.1pp | 20.18%-21.3pp | 9.11%-10.2pp |
| Employer contribution / active EE | $13,825 | $14,684-5.8% | $29,108-52.5% | $12,231+13.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |