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 INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $790,197 |
HEXAVEST INC.3+ years Service code 28 · EIN 27-4751991 | Investment Management | $319,884 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $306,275 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $280,571 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $278,084 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $269,890 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2164791 | Investment Management | $256,989 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $233,860 |
CONESTOGA CAPITAL ADVISORS, LLC3+ years Service code 28 · EIN 23-3072906 | Investment Management | $202,611 |
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $163,126 |
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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 16.40% | 12.86%+3.5pp | 380.71%-364.3pp | 12.86%+3.5pp |
| Employer contribution / active EE | $57,183 | $13,687+317.8% | $45,089+26.8% | $13,687+317.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |