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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $169,846 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $124,275 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $98,569 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $93,818 |
INV PERFORMANCE SERVICE3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $82,774 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $81,005 |
MCCHESNEY & DALE3+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1842141 | Legal | $65,186 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $45,350 |
THOMPSON, SIEGEL & WALMSLEY3+ years Service code 28 · EIN 54-0854396 | Investment Management | $44,672 |
SALTER & COMPANY, LLC3+ years Filed as: SALTER & CO., CPA'S Service code 10 · EIN 20-8078757 | Accounting | $35,206 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.67% | 12.92%+0.8pp | 10.36%+3.3pp | 17.84%-4.2pp |
| Employer contribution / active EE | $5,281 | $14,070-62.5% | $37,738-86.0% | $14,688-64.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |