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 28 · EIN 91-1042342 | Investment Management | $275,749 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $248,535 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $199,284 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $90,063 |
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $89,435 |
Service code 28 · EIN 22-3367558 | Investment Management | $69,953 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $62,950 |
VERUS5+ years Filed as: VERUS ADVISORY INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $58,000 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $45,749 |
CHRISTENSEN, JAMES & MARTIN5+ years Service code 29 · EIN 88-0330040 | Legal | $21,025 |
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 0.72% | 12.05%-11.3pp | 793.01%-792.3pp | 12.86%-12.1pp |
| Employer contribution / active EE | $13,238 | $21,947-39.7% | $27,004-51.0% | $13,687-3.3% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |