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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $234,922 |
WESTMINSTER CONSULTING, LLC4 years Filed as: WESTMINISTER CONSULTING, LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $62,500 |
COHN REZNICK LLP3 years Filed as: COHN REZNICK, LLC Service code 10 · EIN 11-1631746 | Accounting | $25,500 |
NATIONAL FINANCIAL SERVICES7+ 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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.03% | 10.11%-0.1pp | 10.75%-0.7pp | 11.84%-1.8pp |
| Employer contribution / active EE | $13,657 | $14,976-8.8% | $35,170-61.2% | $17,339-21.2% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |