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 |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $266,701 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD, 800 · GLENDALE, CA 91203 | Investment Management | $247,466 |
PNC BANK, N.A.5+ years Filed as: PNC BANK (TRUSTEE FOR AFL-CIO) Service code 21 · EIN 52-6328901 HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $246,124 |
AMERICAN FUNDS5+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $205,040 |
SEGALL BRYANT & HAMILL5+ years Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $198,585 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMER. · NEW YORK, NY 10020 | Investment Management | $197,104 |
GLOBEFLEX CAPITAL LP5+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 43665 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $182,449 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 301 S. COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $178,039 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $168,706 |
AQR CAPITAL MANAGEMENT LLC5+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $119,354 |
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.02% | 15.22%+2.8pp | 16.32%+1.7pp | 21.83%-3.8pp |
| Employer contribution / active EE | $15,503 | $15,831-2.1% | $31,806-51.3% | $12,237+26.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |