Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NYHART5+ years Service code 11 · EIN 35-0966414 | Actuarial | $796,017 |
Service code 28 · EIN 13-4064414 | Investment Management | $165,093 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $149,550 |
OXFORD FINANCIAL GROUP, LTD5+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $118,894 |
BAKER & HOSTETLER LLP5+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $73,676 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $19,630 |
Service code 17 · EIN 41-0365145 | Pension Consulting | $7,500 |
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.
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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 17.19% | 21.83%-4.6pp | 11.02%+6.2pp | 21.83%-4.6pp |
| Employer contribution / active EE | $3,099 | $12,237-74.7% | $33,824-90.8% | $12,237-74.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |