Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $264,847 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $38,723 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $14,000 |
CURTIS BLAKELY & CO.2+ years Filed as: CURTIS, MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $12,244 |
EATON VANCE2+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $10,278 |
Filed as: ROBECO WPG MID CAP VALUE Service code 28 BOSTON PARTNERS GLOBAL INVESTORS · NEW YORK, NY 10022 | Investment Management | $5,536 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $5,507 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.34% | 11.14%-0.8pp | 16.78%-6.4pp | 10.41%-0.1pp |
| Employer contribution / active EE | $0 | $14,043-100.0% | $26,328-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |