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 |
|---|---|---|
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $347,666 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INCC Service code 13 · EIN 52-1590516 4633 LIUNA WAY · DEFOREST, WI 53532 | Contract Administrator | $343,059 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $299,950 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ADVISORS Service code 28 · EIN 94-1671384 522 FIFTH AVE, 5TH FLOOR · NEW YORK, NY 10036 | Investment Management | $279,999 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-1294584 7501 WISCONSIN AVE, STE 200 · BETHESDA, MD 20814 | Investment Management | $253,449 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $181,546 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $164,488 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 11988 EL COMINO REAL, SUITE 500 · SAN DIEGO, CA 921919048 | Investment Management | $116,768 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $108,333 |
ULLICO1+ years Service code 28 · EIN 13-1423090 1625 EYE ST NW · WASHINGTON, DC 20006 | Investment Management | $93,026 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.42% | 3.63%+3.8pp | 4.16%+3.3pp | 9.19%-1.8pp |
| Employer contribution / active EE | $11,876 | $11,363+4.5% | $29,966-60.4% | $12,608-5.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |