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 | $1,085,353 |
Filed as: WELFARE & PENSION ADMIN. SERVICE Service code 13 · EIN 91-1363171 | Contract Administrator | $1,032,498 |
Service code 28 · EIN 26-2237421 | Investment Management | $274,559 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $271,863 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $195,556 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $96,803 |
VERUS4+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $95,000 |
Service code 29 · EIN 91-0889948 | Legal | $85,592 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $70,052 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $47,665 |
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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.87% | 10.84%-9.0pp | 10.56%-8.7pp | 1023.85%-1022.0pp |
| Employer contribution / active EE | $10,289 | $14,186-27.5% | $30,199-65.9% | $11,605-11.3% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |