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 |
|---|---|---|
TDA INVESTMENT GROUP1+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $4,398,670 |
CLTFSC, LLC1+ years Filed as: CLTFSC, INC Service code 49 · EIN 95-4773932 | Other Services | $1,242,733 |
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 12 · EIN 46-4942970 | Copying and duplicating; Contract Adm... | $1,120,056 |
CALLAN ASSOCIATES1+ years Filed as: TRADEWINDS GLOBAL INVESTORS, LLC Service code 28 · EIN 02-0767178 | Investment Management | $732,679 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $572,590 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $545,861 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $532,424 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $468,085 |
COX, CASTLE & NICHOLSON1+ years Service code 29 · EIN 95-2547124 | Legal | $406,361 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $361,913 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 12 reportable transactions
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 2.58% | -0.08%+2.7pp | -1.61%+4.2pp | -0.08%+2.7pp |
| Employer contribution / active EE | $7,578 | $7,991-5.2% | $30,840-75.4% | $7,991-5.2% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |