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 |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $368,708 |
ALTA CAPITAL MANAGEMENT1+ years Service code 51 · EIN 77-0650218 | Investment Mgmt Fees | $297,032 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 80-0790681 | Investment Management | $272,860 |
NB ALTERNATIVES ADVISERS LLC1+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 27 · EIN 30-0536163 | Advisory (Plan) | $220,542 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $218,138 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $203,639 |
Service code 51 · EIN 41-1894024 | Investment Mgmt Fees | $193,466 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INTERNATIONAL EQUITY Service code 51 · EIN 94-2480161 | Investment Mgmt Fees | $148,967 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 51 · EIN 94-3411725 | Investment Mgmt Fees | $147,930 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $140,577 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.69% | 3.63%+2.1pp | 4.16%+1.5pp | 9.19%-3.5pp |
| Employer contribution / active EE | $13,682 | $11,363+20.4% | $29,966-54.3% | $12,608+8.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |