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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $147,479 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $49,208 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $48,680 |
ACADIAN ASSET MANAGEMENT LLC8 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $37,208 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $32,760 |
WESTFIELD CAPITAL MANAGEMENT8 years Service code 21 · EIN 80-0175963 | Bank Trustee | $19,216 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $17,814 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 21 · EIN 51-0368279 | Bank Trustee | $16,569 |
RYDER COURT GLOBAL6 years Service code 10 · EIN 27-1516157 | Accounting | $13,807 |
MONDRIAN INVESTMENT GROUP8 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $8,937 |
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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 3.98% | 7.03%-3.1pp | 9.82%-5.8pp | 7.65%-3.7pp |
| Employer contribution / active EE | $33,117 | $15,106+119.2% | $30,322+9.2% | $20,582+60.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |