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 |
|---|---|---|
WELLINGTON TRUST COMPANY9+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $387,202 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 333 WEST 34TH ST · NEW YORK, NY 10001 | Actuarial | $281,136 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $189,338 |
ROBERTS & HOLLAND1 year Filed as: ROBERTS & HOLLAND LLP Service code 16 · EIN 13-1833405 1675 BROADWAY · NEW YORK, NY 10019 | Consulting | $68,419 |
Filed as: CBIZ MARKS PANETH LLC Service code 10 · EIN 87-3707167 685 THIRD AVE · NEW YORK, NY 10017 | Accounting | $31,987 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $431,983-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 66.7%-66.7pp | 2.4%-2.4pp |
| Annual return | 15.39% | 22.81%-7.4pp | 9.65%+5.7pp | 22.81%-7.4pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $50,020-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $62-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $35,292-100.0% | $85,222-100.0% |