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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $306,844 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $70,513 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 15 · EIN 22-2232264 | Recordkeeping | $21,070 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $20,444 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $5,895 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 7.95% | 13.03%-5.1pp | 9.07%-1.1pp | 18.35%-10.4pp |
| Employer contribution / active EE | $0 | $14,235-100.0% | $46,116-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |