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 | $301,825 |
FOUNDRY PARTNERS5 years Service code 51 · EIN 46-1184506 323 WASHINGTON AVENUE NORTH, STE 36 · MINNEAPOLIS, MN 55401 | Investment Mgmt Fees | $270,238 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $171,217 |
SLC MANAGEMENT2 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $144,249 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 95-4191764 ONE MAYNARD DRIVE, SUITE 3200 · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $129,037 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
HAMMOND AND SHINNERS, P.C.6+ years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1429257 | Legal | $101,241 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $93,260 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 51 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $76,959 |
SARA WHITE6+ years Service code 30 · EIN 43-0736847 | Employee (plan) | $60,504 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.75% | 9.48%+1.3pp | 9.52%+1.2pp | 12.86%-2.1pp |
| Employer contribution / active EE | $6,441 | $12,808-49.7% | $41,951-84.6% | $13,687-52.9% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |