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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $510,792 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $78,418 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $75,000 |
EISNERAMPER LLP5 years Service code 17 · EIN 13-1639826 | Pension Consulting | $40,818 |
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 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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 16.30% | 10.09%+6.2pp | 175.18%-158.9pp | 627.08%-610.8pp |
| Employer contribution / active EE | $40,000 | $12,251+226.5% | $38,590+3.7% | $18,824+112.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |