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 |
|---|---|---|
Filed as: WILSON-MCSHANCE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $224,238 |
FIDUCIARY MANAGEMENT, INC.4+ years Service code 28 · EIN 39-1346018 | Investment Management | $153,664 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $128,753 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $103,039 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $102,324 |
FARR MILLER & WASHINGTON4+ years Service code 28 · EIN 52-1979573 | Investment Management | $100,403 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $91,206 |
DEARBORN PARTNERS4+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $86,357 |
Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 39-1194160 | Investment Management | $69,289 |
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 | Actuarial | $58,218 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.31% | 14.29%-10.0pp | 14.64%-10.3pp | 21.83%-17.5pp |
| Employer contribution / active EE | $7,990 | $12,083-33.9% | $41,831-80.9% | $12,237-34.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |