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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $70,502 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 MSC 17852, PO BOX 7505 · FORT WASHINGTON, PA 19034 | Actuarial | $39,012 |
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 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 7.91% | 7.46%+0.5pp | 8.10%-0.2pp | 13.05%-5.1pp |
| Employer contribution / active EE | $170,665 | $34,689+392.0% | $28,649+495.7% | $37,664+353.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |