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 |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $414,998 |
NB ALTERNATIVE ADVISORS LLC3+ years Filed as: ALTERNATIVE INVESTMENT GROUPS, LLC Service code 28 | Investment Management | $339,188 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $199,015 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $175,081 |
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $143,372 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $140,387 |
FORESTER DIVERSIFIED2 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $133,214 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $93,366 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $70,714 |
FOUNDATION RESOURCE MANAGEMENT3+ years Service code 28 · EIN 74-0714016 | Investment Management | $66,074 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.63% | 12.38%+1.3pp | 10.53%+3.1pp | 23.90%-10.3pp |
| Employer contribution / active EE | $16,079 | $23,325-31.1% | $29,360-45.2% | $16,539-2.8% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |