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 |
|---|---|---|
ALGER1 year Filed as: FRED ALGER & COMPANY Service code 26 · EIN 13-2510833 | Advisory (Participants) | $319,133 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $202,380 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $201,414 |
ULLICO1 year Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $198,562 |
Service code 16 · EIN 58-2432390 | Consulting | $180,000 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $165,413 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $142,745 |
Filed as: HARDMAN JOHNSON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $103,194 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 11 · EIN 13-2646110 | Actuarial | $90,815 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $77,095 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.54% | 19.37%-5.8pp | 11.08%+2.5pp | 15.63%-2.1pp |
| Employer contribution / active EE | $11,955 | $13,107-8.8% | $28,418-57.9% | $11,476+4.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |