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 |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $394,901 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $136,813 |
Filed as: PRUDENTIAL FINANCIAL, INC. Service code 27 655 BROAD STREET · NEWARK, NJ 07102 | Advisory (Plan) | $129,016 |
BLACKROCK7+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $38,461 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $31,155 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $21,423 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 5.22% | 15.63%-10.4pp | 9.74%-4.5pp | 15.63%-10.4pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,474-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |