Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $659,951 |
Filed as: LEGALINK A MERRILL COMPANY Service code 18 50 1ST ST STE 507 · SAN FRANCISCO, CA 94105 | Investment management; Custodial (oth... | $548,608 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 18 · EIN 04-2755549 | Custodial (other than securities); In... | $320,824 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2683227 | Investment Management | $190,083 |
Filed as: WILSHIRE ASSOCIATES INC Service code 17 · EIN 95-2755361 | Pension Consulting | $185,714 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $105,001 |
Service code 18 · EIN 13-2614959 | Custodial (other than securities); Di... | $84,106 |
Filed as: STATE ST MSCI ALL COUNTRY INDX Service code 18 · EIN 90-0337987 | Investment management; Custodial (oth... | $25,451 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $21,267 |
Filed as: PRUDENTIAL TRUST CO./JENNISON Service code 28 · EIN 22-2540245 | Investment Management | $16,498 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 11.06% | 14.29%-3.2pp | 14.64%-3.6pp | 21.83%-10.8pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |