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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $41,574 |
ARNERICH MASSENA1+ years Filed as: ARNERICH MASSENA, INC. Service code 16 · EIN 93-1119723 | Consulting | $36,000 |
PENSION LIVE, LLC1+ years Filed as: PENSION LIVE Service code 13 · EIN 26-2239692 | Contract Administrator | $19,062 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $8,439 |
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 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 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | -2.12% | -6.27%+4.1pp | 16.23%-18.3pp | -7.14%+5.0pp |
| Employer contribution / active EE | $48,475 | $14,200+241.4% | $17,605+175.3% | $14,613+231.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |