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 |
|---|---|---|
OAKLEY CAPITAL2 years Service code 28 | Investment Management | $479,593 |
Filed as: IIF ERISA HEDGED LP Service code 28 · EIN 83-2270817 | Investment Management | $319,457 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $271,826 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $247,000 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $195,396 |
WELLINGTON TRUST COMPANY5 years Service code 19 · EIN 04-2755549 | Securities Custodian | $139,966 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $115,655 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 80-0618452 | Investment Management | $102,051 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $66,906 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $61,567 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.03% | 10.33%-2.3pp | 8.10%-0.1pp | 9.30%-1.3pp |
| Employer contribution / active EE | $15,171 | $14,972+1.3% | $28,649-47.0% | $12,551+20.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |