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 |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS Service code 10 · EIN 91-1363171 | Accounting | $668,359 |
Service code 28 · EIN 91-1042342 | Investment Management | $396,405 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $259,230 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $241,000 |
ANALYTIC INVESTORS, LLC2+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 92-2665790 | Investment Management | $187,214 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $162,352 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON SIEGEL & WALMSLEY, LLC Service code 28 · EIN 54-0854396 | Investment Management | $161,330 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 28 375 PARK AVENUE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $111,904 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $108,433 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $103,033 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.11% | 12.92%-5.8pp | 10.36%-3.3pp | 17.84%-10.7pp |
| Employer contribution / active EE | $12,911 | $14,070-8.2% | $37,738-65.8% | $14,688-12.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |