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 |
|---|---|---|
NEPC, LLC3 years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $135,144 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $65,001 |
BUCK GLOBAL, LLC10+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $39,484 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $25,719 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-6913417 | Investment Management | $21,837 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN Service code 28 · EIN 20-0075649 | Investment Management | $15,066 |
Filed as: PILLSBURY WINTHROP SHAW PITTMAN Service code 29 · EIN 94-1311126 | Legal | $7,413 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 3.27% | 8.04%-4.8pp | 8.61%-5.3pp | 8.21%-4.9pp |
| Employer contribution / active EE | $34,523 | $8,285+316.7% | $33,046+4.5% | $13,841+149.4% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |