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 |
|---|---|---|
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $591,861 |
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $558,256 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $390,839 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $371,842 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $362,379 |
BLACKSTONE1 year Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $189,120 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $187,715 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $138,903 |
REINHART BOERNER VAN DEUREN S.C.6+ years Service code 29 · EIN 39-1126909 | Legal | $128,400 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $120,000 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 25.01% | 19.37%+5.6pp | 11.08%+13.9pp | 15.63%+9.4pp |
| Employer contribution / active EE | $13,972 | $13,107+6.6% | $28,418-50.8% | $11,476+21.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |