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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $772,554 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $117,361 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUNTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $96,834 |
AIR CANADA3+ years Service code 14 · EIN 13-1394887 | Plan Administrator | $88,104 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 59-3812521 | Directed Trustee | $69,576 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $48,300 |
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.64% | 11.16%+2.5pp | 14.20%-0.6pp | 23.90%-10.3pp |
| Employer contribution / active EE | $15,735 | $17,064-7.8% | $27,968-43.7% | $16,539-4.9% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |