Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 125 DUPONT DRIVE · PROVIDENCE, RI 02907 | Advisory (Participants) | $105,503 |
AON CONSULTING1+ years Filed as: AON HEWITT CONSULTING Service code 11 · EIN 22-2232264 2250 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Actuarial | $40,736 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT SERV Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $19,487 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $11,281 |
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 1.98% | 4.69%-2.7pp | 5.44%-3.5pp | 4.56%-2.6pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |