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 |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $278,660 |
FIDUCIARY MANAGEMENT, INC.3 years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $238,938 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $162,725 |
DEPRINCE, RACE & ZOLLO8+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $145,503 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $116,662 |
SEGALL BRYANT & HAMILL8+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $116,194 |
DEARBORN PARTNERS8+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $100,649 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $92,800 |
NEW TOWER5 years Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $82,817 |
Service code 28 · EIN 26-2237421 | Investment Management | $76,547 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 9.02% | 8.84%+0.2pp | 12.68%-3.7pp | 9.11%-0.1pp |
| Employer contribution / active EE | $9,125 | $8,705+4.8% | $41,626-78.1% | $12,231-25.4% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |