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 |
|---|---|---|
MHBT1+ years Service code 11 · EIN 27-3931488 | Actuarial | $59,160 |
ATLANTIC TRUST1+ years Service code 28 · EIN 84-1142974 | Investment Management | $26,865 |
BAKER AVENUE1+ years Service code 28 · EIN 20-1735413 | Investment Management | $22,097 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $5,744 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 49 · EIN 22-1467904 | Other Services | $5,290 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.32% | 0.06%+0.3pp | -0.81%+1.1pp | -0.60%+0.9pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |