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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $271,456 |
Service code 28 · EIN 91-1042342 | Investment Management | $244,731 |
Filed as: RAINIER INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 46-4242069 | Investment Management | $129,251 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $90,591 |
VERUS2+ years Filed as: VERUS ADVISORY INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $66,250 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $55,008 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $53,678 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $46,572 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $42,810 |
Service code 29 · EIN 91-0889948 | Legal | $21,651 |
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 8.41% | 35.86%-27.4pp | 10.53%-2.1pp | 17.84%-9.4pp |
| Employer contribution / active EE | $12,359 | $23,588-47.6% | $29,360-57.9% | $14,688-15.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |