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 |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $15,625 |
RKL LLP1 year Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $7,650 |
DODGE & COX2+ years Service code 28 · EIN 94-1441967 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTORS, INC Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTORS, INC. Service code 28 · EIN 25-1111467 1001 LIBERTY AVE #2100 · PITTSBURGH, PA 15222 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 28 · EIN 06-1194217 | Investment Management | $0 |
MAIRS & POWER, INC.2+ years Service code 28 W 1520 FIRST NATIONAL BANK BUILDING · ST. PAUL, MN 551011363 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 9.67% | 5.68%+4.0pp | 4.74%+4.9pp | 4.56%+5.1pp |
| Employer contribution / active EE | $8,602 | $16,243-47.0% | $36,089-76.2% | $15,526-44.6% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |