Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON US Service code 11 · EIN 53-0181291 | Actuarial | $1,602,873 |
GREENBERG TRAURIG5+ years Service code 29 · EIN 13-3613083 | Legal | $1,015,980 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $831,968 |
KEN GERAGHTY5+ years Service code 14 · EIN 06-5449407 | Plan Administrator | $181,298 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $152,389 |
POINTS NORTH4 years Filed as: POINTS NORTH CONSULTING Service code 15 · EIN 41-1791823 | Recordkeeping | $131,180 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746748 | Accounting | $120,506 |
KLINGMAN & ASSOCIATES, LLC3 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $97,500 |
BRENTWOOD ASSET ADVISORS4 years Service code 27 · EIN 59-3718394 | Advisory (Plan) | $87,500 |
LARRY HELLER1 year Service code 31 · EIN 05-3405873 | Direct payment from the plan; Named f... | $84,164 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| 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 | 21.93% | 14.29%+7.6pp | 14.64%+7.3pp | 21.83%+0.1pp |
| Employer contribution / active EE | $10,680 | $12,083-11.6% | $41,831-74.5% | $12,237-12.7% |
| 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% |