Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1 year Service code 28 · EIN 20-8875684 345 PARK AVNUE · NEW YORK, NY 10154 | Investment Management | $149,256 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 4842 PAYSHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $146,884 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $129,741 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-0680642 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Investment Management | $126,559 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 2200 ROSS AVE, 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $114,333 |
HANNON & ASSOCIATES3+ years Service code 10 · EIN 59-2892813 2700 UNIVERSITY BLVD W, STE A-2 · JACKSONVILLE, FL 32217 | Accounting | $112,300 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 370723589 | Contract Administrator | $99,000 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN RD · BROOKLYN, OH 44144 | Investment Management | $81,054 |
MACRO TREND LLC1 year Filed as: MACRO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD., STE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $80,000 |
Filed as: BOSTON TRUST & INVESTMENT MGMT Service code 28 · EIN 04-2273811 ONE BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $64,957 |
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.87% | 4.25%+5.6pp | -752.26%+762.1pp | 0.19%+9.7pp |
| Employer contribution / active EE | $15,388 | $11,906+29.2% | $31,802-51.6% | $13,763+11.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |