Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 15 · EIN 36-2235791 | Recordkeeping | $113,827 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,835 |
RICHMOND CAPITAL MANAGEMENT6+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $48,170 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $20,373 |
MORISON COGEN LLP6+ years Service code 10 · EIN 23-1406493 | Accounting | $16,500 |
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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 13.00% | 10.61%+2.4pp | 10.57%+2.4pp | 9.29%+3.7pp |
| Employer contribution / active EE | $0 | $9,838-100.0% | $18,335-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |