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 |
|---|---|---|
SEI INVESTMENTS9+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $216,992 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-1461865 | Actuarial | $82,524 |
VERRILL DANA LLP9+ years Filed as: VERRILL DANA Service code 29 · EIN 01-1076171 | Legal | $10,829 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,000 |
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 | $282,865-100.0% | $2,703,652-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 7.7%-7.7pp | 12.4%-12.4pp |
| Annual return | 6.79% | 9.89%-3.1pp | 7.26%-0.5pp | 9.89%-3.1pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $34,949-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $86-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |