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 |
|---|---|---|
SHEET METAL CONTROL BOARD3+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $243,528 |
DEARBORN PARTNERS3+ years Service code 28 · EIN 36-4145621 | Investment Management | $121,887 |
KOVITZ INVESTMENT GROUP3+ years Service code 28 · EIN 91-2198169 | Investment Management | $120,575 |
Service code 29 · EIN 41-1654544 | Legal | $98,109 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $85,000 |
GREAT LAKES ADVISORS, LLC3+ years Service code 28 · EIN 80-0292839 | Investment Management | $76,075 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MGMT, LLC Service code 28 · EIN 42-1658828 | Investment Management | $56,613 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $50,300 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $43,064 |
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $33,004 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.47% | 12.33%+1.1pp | 8.32%+5.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $5,738 | $11,641-50.7% | $30,793-81.4% | $14,688-60.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |