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 83-1544721 | Contract Administrator | $81,120 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-6257033 | Investment Management | $38,582 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $38,281 |
WESBANCO INC.2 years Filed as: WESBANCO TRUST AND INVESTMENT SERVI Service code 19 · EIN 55-0143590 | Securities Custodian | $31,498 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $30,425 |
MAIRS & POWER, INC.5+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $28,124 |
COWDEN ASSOCIATES, INC.5+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $27,870 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 | Investment Management | $20,846 |
MCELHANEY & ASSOCIATES, LLC3 years Service code 10 · EIN 38-3806684 | Accounting | $17,000 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $16,355 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.88% | 33.70%-13.8pp | 14.64%+5.2pp | 53.27%-33.4pp |
| Employer contribution / active EE | $12,118 | $14,473-16.3% | $41,831-71.0% | $14,774-18.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |