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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $955,893 |
Filed as: DOUGLASS WINTHROP Service code 21 · EIN 13-4085380 | Bank Trustee | $292,132 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 20 · EIN 33-0629048 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Trustee (individual) | $260,695 |
KEY BANK NATIONAL ASSOCIATION9+ years Filed as: KEY TRUST Service code 26 · EIN 34-0797057 | Advisory (Participants) | $117,780 |
CLEARSTEAD ADVISORS, LLC1 year Service code 20 · EIN 87-3258080 | Trustee (individual) | $100,000 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 20 · EIN 34-1542819 | Trustee (individual) | $100,000 |
COLUMBIA9+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 21 · EIN 94-1687665 | Bank Trustee | $70,725 |
BDO USA, LLP9+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $39,737 |
ANCORA ADVISORS9+ years Filed as: ANCORA Service code 21 · EIN 13-6354410 200AUBURN DRIVE, SUITE 300 · CLEVELAND, OH 44122 | Bank Trustee | $22,810 |
CALFEE HALTER & GRISWOLD LLP9+ years Service code 22 · EIN 34-0732302 | Insurance Broker | $7,328 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 14.53% | 8.48%+6.0pp | 6.70%+7.8pp | 8.48%+6.0pp |
| Employer contribution / active EE | $6,132 | $9,949-38.4% | $25,217-75.7% | $9,949-38.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $47-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |