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 CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,450 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $51,965 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $48,980 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Other fees; Custodial (other than sec... | $44,806 |
MERCER2+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $21,939 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $17,098 |
HOOD RIVER CAPITAL MANAGEMENT2+ years Filed as: HOOD RIVER Service code 28 ONE SW COLUMBIA STREET · PORTLAND, OR 97258 | Investment Management | $12,480 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $8,579 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Legal | $5,948 |
GOLDMAN SACHS2+ years Filed as: LOMBARDIA CAPITAL PARTNER LLC Service code 28 · EIN 13-4034639 | Investment Management | $5,376 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.95% | 5.80%+1.2pp | 4.74%+2.2pp | 11.88%-4.9pp |
| Employer contribution / active EE | $5,177 | $15,506-66.6% | $36,089-85.7% | $14,612-64.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |