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 |
|---|---|---|
GOLDMAN SACHS10+ years Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 27 230 W MONROE ST STE 2500 · CHICAGO, IL 60606 | Advisory (Plan) | $58,662 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $53,689 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $35,940 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $23,205 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION Service code 28 201 S CONGRESS ST · JACKSON, MS 39205 | Investment Management | $15,878 |
Filed as: WASHINGTON CAPITAL Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $14,560 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $14,065 |
COMAMERICA9 years Service code 19 PO BOX 71203 · PHILADELPHIA, PA 19176 | Securities Custodian | $10,269 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,500 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $6,500 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.48% | 8.62%+1.9pp | 8.99%+1.5pp | 10.52%0pp |
| Employer contribution / active EE | $15,321 | $14,400+6.4% | $25,171-39.1% | $15,140+1.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |