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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL Service code 29 · EIN 20-8058531 | Legal | $615,542 |
MERCER4+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $461,319 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $62,180 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $56,503 |
BAHL & GAYNOR4+ years Service code 28 · EIN 31-1297139 | Investment Management | $43,153 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $42,050 |
PITTA LLP4+ years Filed as: PITTA & GIBLIN Service code 28 · EIN 26-3852082 | Investment Management | $29,667 |
EPSTEIN BECKER & GREEN PC4+ years Filed as: EPSTEIN BECKER & GREEN Service code 29 · EIN 13-3031033 | Legal | $19,135 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.58% | -1.12%-4.5pp | -2.18%-3.4pp | 0.19%-5.8pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |