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 |
|---|---|---|
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $412,115 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $228,032 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $100,345 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $74,220 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $28,125 |
PITTA LLP10+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $21,399 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE LLP Service code 29 · EIN 52-1349790 | Legal | $14,578 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | -1.05% | 9.15%-10.2pp | 9.17%-10.2pp | 13.05%-14.1pp |
| Employer contribution / active EE | $163,231 | $46,886+248.1% | $40,523+302.8% | $37,664+333.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |