Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $558,484 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $393,869 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $331,583 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $314,774 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $298,122 |
Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $284,497 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 95-4861680 | Investment Management | $275,921 |
HEXAVEST INC.2+ years Service code 28 · EIN 27-4751991 | Investment Management | $267,636 |
Filed as: ACADIA ASSET MANAGEMENT LLC Service code 28 · EIN 04-2929221 | Investment Management | $265,116 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $247,140 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 21.44% | 21.83%-0.4pp | 13.48%+8.0pp | 21.83%-0.4pp |
| Employer contribution / active EE | $16,043 | $12,237+31.1% | $47,067-65.9% | $12,237+31.1% |
| Participant deferral / active EE | $1,777 | $987+80.0% | $200+788.1% | $987+80.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |