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 BOARD4+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $243,528 |
KOVITZ INVESTMENT GROUP4+ years Service code 28 · EIN 91-2198169 | Investment Management | $138,285 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
GREAT LAKES ADVISORS, LLC4+ years Service code 28 · EIN 80-0292839 | Investment Management | $99,709 |
DEARBORN PARTNERS4+ years Service code 28 · EIN 36-4145621 | Investment Management | $88,504 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $61,884 |
Service code 29 · EIN 41-1654544 | Legal | $41,517 |
UNION BANK & TRUST COMPANY4+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $37,227 |
NUVEEN4+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $34,094 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $23,500 |
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.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.08% | 2.02%-7.1pp | -752.26%+747.2pp | 33.37%-38.4pp |
| Employer contribution / active EE | $6,113 | $12,422-50.8% | $31,802-80.8% | $11,253-45.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |