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 |
|---|---|---|
DISCIPLINA GROUP LLC3 years Service code 19 · EIN 46-1841109 | Securities Custodian | $37,266 |
AMERICAN REALTY ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $35,647 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $16,275 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -11.46% | -41.92%+30.5pp | -38.86%+27.4pp | -14.65%+3.2pp |
| Employer contribution / active EE | $50,000 | $40,095+24.7% | $37,752+32.4% | $46,321+7.9% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |