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, INC Service code 13 · EIN 65-1205077 | Contract Administrator | $93,996 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $83,154 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,226 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $55,842 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $32,772 |
GORDON FEINBLATT LLC3+ years Service code 29 · EIN 52-0627715 | Legal | $29,273 |
MASON & CARTER3+ years Service code 23 23 SOUTH STREET · BALTIMORE, MD 212023296 | Insurance services | $17,333 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN AND ABATO PA Service code 29 · EIN 52-0904713 | Legal | $16,121 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $15,337 |
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.
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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 7.33% | 14.13%-6.8pp | 8.93%-1.6pp | 23.90%-16.6pp |
| Employer contribution / active EE | $1,501 | $10,974-86.3% | $43,470-96.5% | $16,539-90.9% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |