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: LEGAL AND GENERAL Service code 29 · EIN 20-8058531 | Legal | $784,770 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $384,060 |
Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $178,226 |
MERCER6+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $62,803 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $42,600 |
PITTA LLP6+ years Filed as: PITTA & GIBLIN Service code 28 · EIN 26-3852082 | Investment Management | $21,576 |
Filed as: STROOK & STROOK & LAVAN Service code 29 · EIN 13-5539787 | Legal | $7,947 |
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 14.87% | 9.58%+5.3pp | 9.52%+5.4pp | 11.45%+3.4pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |