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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Service code 28 777 E WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $66,643 |
ISSI7 years Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $56,176 |
Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $44,709 |
NBPC10+ years Service code 10 · EIN 43-1122456 | Accounting | $44,647 |
ACRISURE1 year Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURGH, PA 15222 | Actuarial | $37,539 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE Service code 28 FOUR EMBARCADERO CENTER, STE 3300 · SAN FRANCISCO, CA 94111 | Investment Management | $37,117 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 28 ONE MADISON AVE · NEW YORK, NY 10010 | Investment Management | $31,389 |
DANIELLE WILEY7 years Service code 14 · EIN 44-6010180 | Plan Administrator | $29,573 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE, STE 700 · SEATTLE, WA 98101 | Investment Management | $16,800 |
SPENCER FANE LLP10+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $14,165 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.80% | 8.62%+0.2pp | 8.99%-0.2pp | 10.52%-1.7pp |
| Employer contribution / active EE | $19,599 | $14,400+36.1% | $25,171-22.1% | $15,140+29.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |