Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 99 · EIN 22-2232264 | Other Fees | $691,818 |
Service code 11 · EIN 13-3689044 | Actuarial | $150,039 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $145,305 |
BMO HARRIS BANK NA2+ years Filed as: BMO RETIREMENT SERVICES Service code 15 · EIN 39-0698093 | Recordkeeping | $116,350 |
Filed as: PARAMETRIC CLIFTON Service code 16 · EIN 20-0292745 | Consulting | $37,241 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PWC Service code 11 · EIN 13-4008324 | Actuarial | $9,400 |
PERKINS COIE, LLP2+ years Filed as: PERKINS COIE Service code 29 · EIN 91-0591206 | Legal | $7,882 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 2.28% | 0.80%+1.5pp | 5.44%-3.2pp | 4.16%-1.9pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |