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 |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $136,974 |
USI CONSULTING GROUP3+ years Service code 11 · EIN 13-4032401 | Actuarial | $64,022 |
Filed as: BENEFIT CONSULTING GROUP Service code 29 · EIN 23-2383285 | Legal | $59,375 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERCIA Service code 25 · EIN 94-1687665 | Directed Trustee | $50,767 |
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | 6.86% | -0.75%+7.6pp | 4.36%+2.5pp | -82.67%+89.5pp |
| Employer contribution / active EE | $185,333 | $45,586+306.6% | $27,383+576.8% | $43,771+323.4% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |