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 |
|---|---|---|
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 | Actuarial | $36,650 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $32,524 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $21,372 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $14,500 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $12,374 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS INVESTMENTS Service code 27 312 WALNUT ST · CINCINNATI, OH 45202 | Advisory (Plan) | $10,333 |
Filed as: GALLAGHER SKS Service code 22 · EIN 36-2102482 | Insurance Broker | $9,487 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER, CPA'S LLP Service code 10 · EIN 31-0587693 | Accounting | $5,900 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -0.85% | 3.12%-4.0pp | 4.16%-5.0pp | 4.56%-5.4pp |
| Employer contribution / active EE | $10,429 | $10,957-4.8% | $29,966-65.2% | $15,526-32.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |