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 | $824,909 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $801,763 |
Filed as: RAINIER INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 46-4242069 | Investment Management | $413,007 |
Service code 28 · EIN 26-2237421 | Investment Management | $179,357 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $138,238 |
EKMAN CUSHING MAXWELL1+ years Filed as: EKMAN CUSHING MAXWELL, PS Service code 29 · EIN 91-1321138 | Legal | $129,411 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $108,426 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $95,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $80,300 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $69,244 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -2.13% | 3.63%-5.8pp | 4.16%-6.3pp | 9.19%-11.3pp |
| Employer contribution / active EE | $7,407 | $11,363-34.8% | $29,966-75.3% | $12,608-41.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |