Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $136,198 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $28,443 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $27,393 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,350 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMNT Service code 28 · EIN 13-2700161 | Investment Management | $15,185 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $14,768 |
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 4.58% | 16.85%-12.3pp | 5.44%-0.9pp | 11.88%-7.3pp |
| Employer contribution / active EE | $19,608 | $10,313+90.1% | $25,481-23.0% | $14,612+34.2% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |