Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $11,475 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $10,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $484,799-100.0% | $114,230-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 62.5%-62.5pp | 91.1%-91.1pp |
| Annual return | 12.47% | 5.95%+6.5pp | 15.66%-3.2pp | 5.95%+6.5pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $8,491-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,121-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $297-100.0% | $18,209-100.0% |