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 |
|---|---|---|
LOOMIS SAYLES10+ years Service code 28 · EIN 84-6391546 | Investment Management | $206,909 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $187,154 |
Service code 28 · EIN 04-2895544 | Investment Management | $163,997 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $110,625 |
POLEN CAPITAL3 years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $104,073 |
RAEL & LETSON4 years Service code 11 · EIN 94-1701048 | Actuarial | $96,737 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $54,687 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $43,900 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $35,239 |
KRAW LAW GROUP10+ years Service code 29 · EIN 32-0465891 | Legal | $33,111 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.62% | 10.33%-2.7pp | 8.10%-0.5pp | 9.30%-1.7pp |
| Employer contribution / active EE | $2,834 | $14,972-81.1% | $28,649-90.1% | $12,551-77.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |