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 |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT8+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $361,951 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN MUTUAL FD INV TRUST Service code 28 · EIN 31-1574186 | Investment Management | $331,609 |
P&P WELFARE EDUCATIONAL FUND5 years Service code 15 · EIN 43-0657966 | Recordkeeping | $304,310 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $114,167 |
COMMERCE BANK8+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $112,020 |
ANDERS MINKLER HUBER & HELM LLP8+ years Service code 10 · EIN 43-0831507 | Accounting | $80,925 |
PROLOAN BOND FUND, LLC4 years Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $71,158 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $40,880 |
HARTNETT REYES-JONES, LLC4 years Service code 29 · EIN 43-1205253 | Legal | $27,833 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORP Service code 28 · EIN 36-2723087 | Investment Management | $11,011 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.94% | -7.95%-5.0pp | -5.85%-7.1pp | 23.41%-36.4pp |
| Employer contribution / active EE | $10,329 | $13,972-26.1% | $31,839-67.6% | $12,650-18.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |