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 |
|---|---|---|
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $242,588 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $231,704 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $147,336 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $128,400 |
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $114,816 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $108,710 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $85,760 |
RVK, INC.1 year Filed as: R.V. KUHNS INVESTMENT CONSULTING Service code 27 · EIN 93-0910652 | Advisory (Plan) | $72,603 |
CORE CAPITAL SOLUTIONS1 year Filed as: SC CORE MANAGEMENT LTD. Service code 28 | Investment Management | $38,678 |
COHEN & STEERS1 year Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $22,734 |
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.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 9.71% | 7.95%+1.8pp | 20.18%-10.5pp | 9.11%+0.6pp |
| Employer contribution / active EE | $17,747 | $14,684+20.9% | $29,108-39.0% | $12,231+45.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |