Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $634,276 |
SAN DIEGO ELECTRICAL ADMIN CORP.2+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $564,027 |
CLEAN TECH2+ years Service code 28 · EIN 27-2389233 | Investment Management | $385,433 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $318,842 |
Service code 28 · EIN 31-1301863 303 BROADWAY, SUITE 1200 · CINCINNATI, OH 45202 | Investment Management | $171,489 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT,LLC Service code 27 · EIN 20-1665304 | Advisory (Plan) | $132,076 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $127,431 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $125,000 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $95,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 901 S. BOND ST. STE. 400 · BALTIMORE, MD 21231 | Investment Management | $93,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.51% | 12.92%-0.4pp | 10.36%+2.1pp | 17.84%-5.3pp |
| Employer contribution / active EE | $3,448 | $14,070-75.5% | $37,738-90.9% | $14,688-76.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |