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 |
|---|---|---|
DOWD, BLOCH & BENNETT3+ years Service code 29 · EIN 36-3371377 | Legal | $46,244 |
CUNI, RUST & STRENK3+ years Service code 11 · EIN 31-1227755 | Actuarial | $44,000 |
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $41,650 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $10,168 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $42,250-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 18.8%-18.8pp | 1.9%-1.9pp |
| Annual return | 15.11% | 23.90%-8.8pp | 7.25%+7.9pp | 23.90%-8.8pp |
| Employer contribution / active EE | $377 | $16,539-97.7% | $33,137-98.9% | $16,539-97.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $13-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $159-100.0% | $18,975-100.0% |