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 |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $308,186 |
IFM INVESTORS PTY LTD2+ years Filed as: IFM INVESTORS PTY LTD. Service code 28 114 W 47TH ST 26TH FL · NEW YORK, NY 10036 | Investment Management | $189,826 |
WINSLOW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 90-0860898 | Investment Management | $188,784 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $171,653 |
LUTHER KING CAPITAL MANAGEMENT2+ years Filed as: LUTHER KING CAPITAL MGMT CORP Service code 28 · EIN 75-1630300 | Investment Management | $130,137 |
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $108,979 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $92,188 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $91,000 |
Service code 28 2 SEAPORT LN 5TH FL · BOSTON, MA 02210 | Investment Management | $78,010 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY (MIDWEST) Service code 11 · EIN 13-1975125 | Actuarial | $66,399 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.62% | 6.13%-0.5pp | 4.74%+0.9pp | 9.19%-3.6pp |
| Employer contribution / active EE | $15,065 | $10,206+47.6% | $36,089-58.3% | $12,608+19.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |