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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $272,872 |
FRANKLIN TEMPLETON3+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $261,596 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $213,197 |
MARCO CONSULTING GROUP3+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $192,742 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $177,627 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $162,854 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 51-6568908 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $158,878 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $111,170 |
SMITH GRAHAM3+ years Filed as: SMITH GRAHAM & CO Service code 28 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Management | $110,833 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART LAW OFFICE Service code 29 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53202 | Legal | $105,473 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 19.28% | 13.90%+5.4pp | 10.36%+8.9pp | 1057.21%-1037.9pp |
| Employer contribution / active EE | $795 | $9,853-91.9% | $37,738-97.9% | $14,374-94.5% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |