Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $406,508 |
Filed as: LEGAL & GENERAL INVT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $144,698 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTED ADVISORS, LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $60,058 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $47,930 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORP. Service code 49 · EIN 36-2723087 | Other Services | $38,264 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $26,120 |
Filed as: STATE STREET BANK & TRUST Service code 49 · EIN 04-1867445 | Other Services | $18,274 |
HARBOR1 year Filed as: HARBOR CAPITAL ADVISORS, INC Service code 27 · EIN 34-1953397 | Advisory (Plan) | $9,033 |
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.
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% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 0.69% | 5.87%-5.2pp | 6.70%-6.0pp | 7.65%-7.0pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |