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 |
|---|---|---|
Service code 28 · EIN 84-2315749 | Investment Management | $289,261 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON-MCSHANCE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $243,017 |
FIDUCIARY MANAGEMENT, INC.5+ years Service code 28 · EIN 39-1346018 | Investment Management | $130,069 |
DEPRINCE, RACE & ZOLLO5+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $116,504 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $116,409 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $105,121 |
DEARBORN PARTNERS LLC5+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $95,200 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $92,634 |
FARR MILLER & WASHINGTON5+ years Service code 28 · EIN 52-1979573 | Investment Management | $78,319 |
Service code 28 · EIN 26-2237421 | Investment Management | $60,476 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | -3.63% | 9.48%-13.1pp | 9.52%-13.1pp | 12.86%-16.5pp |
| Employer contribution / active EE | $7,233 | $12,808-43.5% | $41,951-82.8% | $13,687-47.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |