Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC4+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $403,119 |
RGM CAPITAL, LLC2 years Filed as: RGM CAPITAL - RGM WILLOW PARK Service code 28 · EIN 06-1685711 | Investment Management | $184,055 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $168,422 |
Service code 28 · EIN 80-0618452 | Investment Management | $159,635 |
CJBS, LLC3 years Service code 10 · EIN 36-3524803 | Accounting | $120,255 |
COMMERCIAL LIGHTING COMPANY2 years Service code 49 · EIN 59-3726041 | Other Services | $97,856 |
DEARBORN PARTNERS4+ years Service code 27 · EIN 36-4145621 | Advisory (Plan) | $85,858 |
CHARLES PASTORE4+ years Service code 30 · EIN 54-6040136 | Employee (plan) | $82,892 |
A-1 CONTRACTORS, INC.3 years Service code 49 · EIN 36-3707781 | Other Services | $79,688 |
Service code 27 | Advisory (Plan) | $77,902 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 2.01% | 16.35%-14.3pp | 10.78%-8.8pp | 53.27%-51.3pp |
| Employer contribution / active EE | $8,949 | $11,482-22.1% | $41,857-78.6% | $14,774-39.4% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |