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 |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP4+ years Service code 28 · EIN 02-0431934 | Investment Management | $845,688 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $569,667 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $478,533 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $248,026 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $233,592 |
CAPITAL DYNAMICS4+ years Service code 28 2550 SAN HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $225,000 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY Service code 28 BNY MELLON CENTER · BOSTON, MA 02108 | Investment Management | $216,801 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE, 21ST FLOOR · MILWAUKEE, WI 53202 | Investment Management | $210,127 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $181,815 |
Service code 28 · EIN 61-1774502 | Investment Management | $149,995 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 8.20% | 14.29%-6.1pp | 14.64%-6.4pp | 21.83%-13.6pp |
| Employer contribution / active EE | $11,125 | $12,083-7.9% | $41,831-73.4% | $12,237-9.1% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |