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 |
|---|---|---|
COWDEN ASSOCIATES, INC.3 years Service code 11 · EIN 25-1750131 | Actuarial | $78,623 |
MILL CREEK CAPITAL ADVISORS, LLC5+ years Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $66,489 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $27,243 |
Service code 28 · EIN 54-1947440 | Investment Management | $5,484 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 10.32% | 11.74%-1.4pp | 10.78%-0.5pp | 13.59%-3.3pp |
| Employer contribution / active EE | $0 | $11,467-100.0% | $41,857-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |