Filed September 11, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $286,269 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 27 · EIN 74-2154744 | Advisory (Plan) | $173,583 |
CONNORS7+ years Filed as: CONNORS INVESTOR SERVICES, INC. Service code 28 · EIN 23-1716484 | Investment Management | $90,000 |
NUVEEN7+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $76,263 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $61,069 |
Service code 28 555 W. 5TH STREET #3700 · LOS ANGELES, CA 90013 | Investment Management | $21,874 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $14,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $861,422-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 14.3%-14.3pp | 0.7%-0.7pp |
| Annual return | 6.22% | 13.24%-7.0pp | 6.57%-0.3pp | 13.24%-7.0pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $34,489-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |