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 |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 27-1707341 | Investment Management | $1,074,897 |
Filed as: REINHART BOERNER VAN DUEREN SC Service code 29 · EIN 39-1126909 | Legal | $108,977 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 10 · EIN 52-1590516 | Accounting | $79,261 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $70,251 |
UNION BANK & TRUST COMPANY6+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $68,828 |
Service code 13 · EIN 82-0709001 | Contract Administrator | $29,580 |
WHITESTAR ADVISORS, LLC6+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $22,568 |
STANDARD VALUATIONS2 years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $20,000 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $15,900 |
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 10.72% | 6.41%+4.3pp | 8.01%+2.7pp | 11.45%-0.7pp |
| Employer contribution / active EE | $19,128 | $11,592+65.0% | $29,476-35.1% | $17,219+11.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |