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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5 years Service code 11 · EIN 13-4008324 | Actuarial | $51,451 |
MERCER2 years Filed as: MERCER INVESTMENTS Service code 28 · EIN 13-2834414 | Investment Management | $45,515 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $43,558 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $41,158 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $40,029 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $27,984 |
Filed as: GRANAHAN INVESTMENT Service code 19 · EIN 76-0658411 | Securities Custodian | $27,511 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $26,887 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $23,658 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $22,651 |
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% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 2.71% | 7.65%-4.9pp | 4.95%-2.2pp | 7.65%-4.9pp |
| Employer contribution / active EE | $75,078 | $20,582+264.8% | $20,917+258.9% | $20,582+264.8% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |