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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $148,985 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $123,319 |
CLEARVIEW GROUP7+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $23,899 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $18,531 |
NRS4 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $17,370 |
GREERWALKER LLP5 years Service code 10 · EIN 56-1434747 | Accounting | $14,900 |
KEYBANK NATIONAL ASSOCIATION5 years Service code 59 · EIN 34-1974252 | Shareholder Servicing | $8,025 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -35.56% | -11.26%-24.3pp | -4.80%-30.8pp | 2.77%-38.3pp |
| Employer contribution / active EE | $10,537 | $17,131-38.5% | $30,897-65.9% | $15,262-31.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |