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 |
|---|---|---|
WPAS, INC.1 year Service code 13 · EIN 91-1363171 | Contract Administrator | $206,703 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 50 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Direct Payment | $201,457 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $186,565 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $177,313 |
THOMSON HORSTMANN & BRYANT8+ years Service code 28 · EIN 13-3163794 | Investment Management | $161,664 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $118,750 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $87,494 |
BHA CONSULTING8+ years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $75,010 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 | Securities Custodian | $56,856 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 4.89% | 7.15%-2.3pp | 20.18%-15.3pp | 37.77%-32.9pp |
| Employer contribution / active EE | $19,052 | $13,270+43.6% | $29,108-34.5% | $15,798+20.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |