Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $63,000 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 11 180 N LASALLE ST # 3500 · CHICAGO, IL 60601 | Actuarial | $28,125 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $14,566 |
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 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 11.93% | 10.93%+1.0pp | 10.16%+1.8pp | 13.95%-2.0pp |
| Employer contribution / active EE | $5,474 | $10,209-46.4% | $33,192-83.5% | $16,598-67.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |