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 BOARD5+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $260,960 |
GREAT LAKES ADVISORS, LLC5+ years Service code 28 · EIN 80-0292839 | Investment Management | $169,677 |
KOVITZ INVESTMENT GROUP5+ years Service code 28 · EIN 91-2198169 | Investment Management | $133,420 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $53,500 |
Service code 29 · EIN 41-1654544 | Legal | $53,349 |
DEARBORN PARTNERS5+ years Service code 28 · EIN 36-4145621 | Investment Management | $43,557 |
UNION BANK & TRUST COMPANY5+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $40,015 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $24,000 |
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 | Investment Management | $22,466 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 14.73% | 12.20%+2.5pp | 10.56%+4.2pp | 21.83%-7.1pp |
| Employer contribution / active EE | $7,318 | $12,801-42.8% | $30,199-75.8% | $12,237-40.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |