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 |
|---|---|---|
Service code 14 · EIN 83-0947948 | Plan Administrator | $1,075,622 |
INVESCO8+ years Service code 28 · EIN 58-1707262 | Investment Management | $1,025,609 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $729,639 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $656,252 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $485,292 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $477,172 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $468,510 |
LOOMIS SAYLES6 years Service code 28 · EIN 04-3200030 | Investment Management | $316,211 |
Service code 28 · EIN 98-0444411 | Investment Management | $283,668 |
VERUS8+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $256,746 |
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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -12.48% | 23.41%-35.9pp | -10.12%-2.4pp | 23.41%-35.9pp |
| Employer contribution / active EE | $65,140 | $12,650+414.9% | $47,166+38.1% | $12,650+414.9% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |