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 |
|---|---|---|
SLC MANAGEMENT2 years Service code 27 · EIN 04-3401283 | Advisory (Plan) | $170,615 |
Service code 11 · EIN 31-1582098 | Actuarial | $116,125 |
CAP FINANCIAL PARTNERS, LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,500 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $56,157 |
Filed as: KRONICK KALADA BERDY & CO, PC Service code 10 · EIN 23-2667890 | Accounting | $14,500 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.87% | 13.15%-0.3pp | -2.84%+15.7pp | 11.45%+1.4pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |