Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1313124 5775 PERIMETER DR STE 200 · DUBLIN, OH 43017 | Accounting | $18,250 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 13 · EIN 25-1211909 2 PNC PLAZA 7TH FL · PITTSBURGH, PA 15222 | Contract Administrator | $2,891 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 445 HUTCHINSON AVE STE 900 · COLUMBUS, OH 43017 | Actuarial | $9 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 5.21% | 6.80%-1.6pp | 7.98%-2.8pp | 4.16%+1.0pp |
| Employer contribution / active EE | $6,015 | $40,252-85.1% | $23,724-74.6% | $42,918-86.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |