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 |
|---|---|---|
Service code 28 · EIN 94-3176968 | Investment Management | $178,293 |
US BANK8 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $160,232 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $147,504 |
Service code 28 · EIN 34-1922005 | Investment Management | $118,694 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $112,594 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $73,000 |
KIEFER BONFANTI & CO. LLP10+ years Service code 10 · EIN 43-1061959 | Accounting | $36,958 |
HAMMOND AND SHINNERS, P.C.5 years Service code 29 · EIN 43-1429257 | Legal | $26,826 |
RHUMBLINE ADVISORS5 years Service code 28 · EIN 04-3118582 | Investment Management | $9,612 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $7,539 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.09% | 8.88%-3.8pp | 31.38%-26.3pp | 8.88%-3.8pp |
| Employer contribution / active EE | $21,538 | $15,934+35.2% | $24,632-12.6% | $15,934+35.2% |
| Participant deferral / active EE | $0 | $753-100.0% | $181-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |