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 |
|---|---|---|
RIDGEWORTH5+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $558,231 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $370,207 |
COLUMBIA5+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $342,126 |
NUVEEN5+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $297,888 |
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $279,406 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $208,199 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 | Investment Management | $179,909 |
KAUFMANN & GOBLE5+ years Service code 11 · EIN 94-2614826 | Actuarial | $117,000 |
NANCY FERGUSON5+ years Service code 30 · EIN 94-6359772 | Employee (plan); Direct payment from ... | $87,489 |
WHITESTAR ADVISORS, LLC5+ years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 | Investment Management | $83,118 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.48% | 12.20%+3.3pp | 10.56%+4.9pp | 21.83%-6.4pp |
| Employer contribution / active EE | $24,269 | $12,801+89.6% | $30,199-19.6% | $12,237+98.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |