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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $174,430 |
PIMCO FUNDS5 years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $48,254 |
CURTIS BLAKELY & CO.3 years Filed as: CURTIS,MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $30,692 |
COLUMBIA3 years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 · EIN 41-1533211 | Investment Management | $17,279 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $9,274 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $7,500 |
EAGLE SMALL CAP GROWTH3 years Service code 28 · EIN 82-5146383 | Investment Management | $5,264 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS SPECIAL US SCV Service code 28 · EIN 94-1347393 | Investment Management | $4,762 |
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -6.06% | -11.83%+5.8pp | -5.12%-0.9pp | -14.65%+8.6pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |