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 |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC1+ years Service code 51 · EIN 22-3499132 | Investment Mgmt Fees | $355,419 |
CHICAGO EQUITY PARTNERS1+ years Service code 51 · EIN 36-4338679 | Investment Mgmt Fees | $209,552 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSON, JOHNSON, ORTIZ LP Service code 51 · EIN 23-2312104 | Investment Mgmt Fees | $167,467 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $140,611 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC. Service code 51 · EIN 13-3223264 | Investment Mgmt Fees | $121,257 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $110,336 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 51 · EIN 27-3998781 | Investment Mgmt Fees | $92,613 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $91,822 |
RYAN LABS ASSET MANAGEMENT1+ years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $82,276 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.23% | -0.09%+0.3pp | -0.81%+1.0pp | 1.67%-1.4pp |
| Employer contribution / active EE | $4,373 | $11,440-61.8% | $38,425-88.6% | $10,506-58.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |