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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $901,040 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $411,670 |
Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $367,929 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 31-1040228 | Directed Trustee | $168,574 |
Filed as: PAVILLION ADVISORY GROUP Service code 16 227 W MONROE ST · CHICAGO, IL 60606 | Consulting | $105,582 |
Filed as: JEFFERY SLOCUM AND ASSOCIATES Service code 17 · EIN 41-1567437 | Pension Consulting | $90,656 |
WITHUMSMITH+BROWN, PC2+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $11,931 |
Service code 10 · EIN 31-0800053 | Accounting | $11,500 |
MERCER1 year Service code 11 113 W HUBBARD ST · CHICAGO, IL 60654 | Actuarial | $9,900 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 4.54% | 5.72%-1.2pp | 5.00%-0.5pp | 10.64%-6.1pp |
| Employer contribution / active EE | $3,146 | $7,055-55.4% | $35,918-91.2% | $11,561-72.8% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |