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 |
|---|---|---|
BENSYS ADMINSTRATORS1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $122,285 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $65,274 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $59,667 |
VENUTI & ASSOCIATES1+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 | Actuarial | $57,315 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST CO Service code 28 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $57,230 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE Service code 28 301 S COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $56,255 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SPECIALISTS Service code 27 · EIN 58-1645832 | Advisory (Plan) | $45,000 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554250 | Investment Management | $31,981 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $29,938 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $23,951 |
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 0.00% | 5.13%-5.1pp | 4.74%-4.7pp | 7.18%-7.2pp |
| Employer contribution / active EE | $8,202 | $14,689-44.2% | $36,089-77.3% | $13,095-37.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |