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 |
|---|---|---|
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841367 | Bank Trustee | $899,989 |
SAN DIEGO ELECTRICAL ADMIN CORP.4+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $636,854 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $470,735 |
CLEAN TECH4+ years Service code 28 · EIN 27-2389233 | Investment Management | $241,403 |
Service code 28 · EIN 31-1301863 303 BROADWAY, SUITE 1200 · CINCINNATI, OH 45202 | Investment Management | $239,306 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT,LLC Service code 28 · EIN 20-1665304 | Investment Management | $151,026 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $144,860 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST. STE. 3800 · CHARLOTTE, NC 28202 | Investment Management | $126,866 |
INVESTMENT PERFORMANCE SERVICES4+ 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 & ASSOCIATES4+ years Service code 11 · EIN 04-3721424 | Actuarial | $113,429 |
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.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 1.50% | 14.29%-12.8pp | 14.64%-13.1pp | 21.83%-20.3pp |
| Employer contribution / active EE | $4,809 | $12,083-60.2% | $41,831-88.5% | $12,237-60.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |