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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $889,496 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $427,688 |
Service code 28 · EIN 26-2237421 | Investment Management | $247,497 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $227,251 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $194,640 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $185,470 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $166,500 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $142,830 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $120,707 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $89,280 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.88% | 2.02%-3.9pp | -752.26%+750.4pp | 33.37%-35.2pp |
| Employer contribution / active EE | $13,596 | $12,422+9.5% | $31,802-57.2% | $11,253+20.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |