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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $887,073 |
Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $581,743 |
BLACKROCK1 year Service code 51 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Mgmt Fees | $404,673 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $63,539 |
LOOMIS SAYLES1 year Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $51,514 |
Filed as: MFS Service code 51 · EIN 04-6551722 | Investment Mgmt Fees | $50,309 |
Filed as: BAIRD Service code 51 · EIN 39-2008435 | Investment Mgmt Fees | $37,075 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $34,215 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $28,301 |
Filed as: EAGLE Service code 51 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Mgmt Fees | $27,738 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 6.46% | 11.91%-5.4pp | 36.37%-29.9pp | 13.24%-6.8pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |