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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT4+ years Service code 28 · EIN 90-0065134 | Investment Management | $174,369 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $140,327 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $89,888 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 28 · EIN 58-1645832 | Investment Management | $70,000 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,802 |
Service code 28 · EIN 04-2895544 | Investment Management | $57,361 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $52,872 |
JAG CAPITAL MANAGEMENT4+ years Service code 28 · EIN 45-3306979 | Investment Management | $46,651 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $42,002 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $33,550 |
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -3.03% | -1.84%-1.2pp | -0.67%-2.4pp | 0.19%-3.2pp |
| Employer contribution / active EE | $20,077 | $15,717+27.7% | $31,731-36.7% | $13,763+45.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |