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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $196,845 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $147,239 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $68,625 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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% | $334,005-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.7%-43.7pp | 2.1%-2.1pp |
| Annual return | 6.01% | 7.03%-1.0pp | 9.82%-3.8pp | 7.66%-1.6pp |
| Employer contribution / active EE | $18,964 | $15,137+25.3% | $30,304-37.4% | $20,614-8.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |