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 |
|---|---|---|
MIDWEST MECHANICAL7+ years Service code 49 · EIN 26-0142416 | Other Services | $286,322 |
RGM CAPITAL, LLC1 year Filed as: RGM CAPITAL MANAGEMENT Service code 28 · EIN 06-1685711 | Investment Management | $181,396 |
Service code 28 · EIN 84-1974821 | Investment Management | $120,488 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $85,479 |
Filed as: RIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5459286 | Investment Management | $79,350 |
CJBS, LLC6 years Service code 10 · EIN 36-3524803 | Accounting | $78,125 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $70,089 |
CHARLES PASTORE7+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $61,089 |
TOM PARAVOLA1 year Filed as: TOM BOEHM Service code 30 · EIN 51-6040136 | Direct payment from the plan; Employe... | $52,406 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $50,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -5.23% | -12.27%+7.0pp | -8.80%+3.6pp | 2.77%-8.0pp |
| Employer contribution / active EE | $6,148 | $13,732-55.2% | $43,463-85.9% | $15,262-59.7% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |