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 INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $392,361 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $385,117 |
NORTHERN TRUST COMPANY1+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $367,257 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $341,193 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $311,631 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $301,069 |
HEXAVEST INC.1+ years Service code 28 · EIN 27-4751991 | Investment Management | $267,954 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $262,549 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $247,573 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2164791 | Investment Management | $243,880 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -8.67% | -1.84%-6.8pp | -61.72%+53.1pp | 33.37%-42.0pp |
| Employer contribution / active EE | $19,424 | $20,811-6.7% | $47,703-59.3% | $11,253+72.6% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |