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 |
|---|---|---|
NB ALTERNATIVES ADVISERS LLC4+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $632,326 |
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $430,779 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $392,578 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $356,799 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $289,073 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $224,687 |
NATIONAL INVESTMENT SERVICES3 years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $213,952 |
SHENKMAN CAPITAL MANAGEMENT3 years Service code 51 461 FIFTH AVENUE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $212,318 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 51 · EIN 20-1226970 | Investment Mgmt Fees | $209,287 |
Service code 51 · EIN 41-1894024 | Investment Mgmt Fees | $209,041 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 2.95% | 12.20%-9.2pp | 10.56%-7.6pp | 21.83%-18.9pp |
| Employer contribution / active EE | $13,912 | $12,801+8.7% | $30,199-53.9% | $12,237+13.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |