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 | $2,846,175 |
Service code 28 · EIN 48-1140940 | Investment Management | $301,665 |
Filed as: FAEGRE DRINKER BIDDLE & REATH Service code 29 · EIN 23-1423089 | Legal | $131,023 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $127,549 |
Filed as: PRINCIPAL TRUST/PSC Service code 21 · EIN 51-0099493 | Bank Trustee | $32,297 |
TORRILLO & ASSOCIATES, LLC7 years Service code 10 · EIN 83-0414789 | Accounting | $29,800 |
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.
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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 0.45% | 9.45%-9.0pp | 5.04%-4.6pp | 7.65%-7.2pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |