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 |
|---|---|---|
Service code 13 · EIN 25-1139840 | Contract Administrator | $103,071 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-4835864 | Actuarial | $57,971 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSTON ASSET MGMT Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $39,499 |
IPS RIA, LLC3+ years Filed as: IPS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $31,460 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $29,621 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $24,486 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $17,416 |
O'DONOGHUE & O'DONOGHUE3+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $15,593 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA Service code 51 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $13,834 |
COLUMBIA PARTNERS1 year Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $6,166 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.47% | 11.78%-2.3pp | 8.32%+1.1pp | 23.90%-14.4pp |
| Employer contribution / active EE | $2,759 | $11,309-75.6% | $30,793-91.0% | $16,539-83.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |