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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $165,712 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $50,160 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $43,193 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $43,115 |
MONDRIAN INVESTMENT GROUP7 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $39,295 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,293 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $18,066 |
WESTFIELD CAPITAL MANAGEMENT7 years Service code 21 · EIN 80-0175963 | Bank Trustee | $16,954 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 21 · EIN 51-0368279 | Bank Trustee | $14,936 |
RYDER COURT GLOBAL5 years Service code 10 · EIN 27-1516157 | Accounting | $11,474 |
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.
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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 8.40% | 9.92%-1.5pp | 32.33%-23.9pp | 22.81%-14.4pp |
| Employer contribution / active EE | $1,615 | $16,139-90.0% | $33,956-95.2% | $18,290-91.2% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |