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 |
|---|---|---|
CUNI, RUST & STRENK4 years Filed as: CUNI, RUST & STRENK, INC Service code 11 · EIN 31-1227755 | Actuarial | $217,800 |
RIDGEWORTH6 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $178,764 |
SLC MANAGEMENT6 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $164,321 |
BOSTON TRUST WALDEN COMPANY6 years Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $157,507 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 51 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $71,750 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $66,213 |
SARA WHITE10+ years Service code 30 · EIN 43-0736847 | Employee (plan) | $55,913 |
LORRAINE CASTLE7 years Filed as: LORRAINE KIELY Service code 30 · EIN 43-0736847 | Employee (plan) | $51,007 |
CAROL NAGY9 years Filed as: CAROL LEWIS Service code 30 · EIN 43-0736847 | Employee (plan) | $49,174 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 12.40% | 10.00%+2.4pp | 5.04%+7.4pp | 9.30%+3.1pp |
| Employer contribution / active EE | $10,363 | $10,331+0.3% | $26,454-60.8% | $12,551-17.4% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |