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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $226,501 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $175,076 |
Filed as: BANK OF NEW YORK MELLON ASSET SERVI Service code 18 · EIN 13-5160382 | Custodial (securities); Other fees; T... | $113,138 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $96,356 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $23,199 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-5133500 | Accounting | $20,000 |
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 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 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 3.89% | -3.24%+7.1pp | 2.08%+1.8pp | 4.16%-0.3pp |
| Employer contribution / active EE | $0 | $79,753-100.0% | $47,324-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |