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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $91,239 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $51,268 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $48,205 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $44,495 |
Filed as: SILCHESTER INTERNATIONAL ADVISORS Service code 28 · EIN 36-3046063 | Investment Management | $44,108 |
MERCER1+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $26,582 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $16,865 |
HOOD RIVER CAPITAL MANAGEMENT1+ years Filed as: HOOD RIVER Service code 28 ONE SW COLUMBIA STREET · PORTLAND, OR 97258 | Investment Management | $14,155 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $10,730 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $9,739 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.95% | -1.13%-0.8pp | -0.81%-1.1pp | 2.81%-4.8pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |