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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCE CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $428,851 |
UMR10+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $55,602 |
BLACKROCK10+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $40,201 |
OSBORN CARREIRO & ASSOCIATES10+ years Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $12,100 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $10,000 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $8,219 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASS MUTUAL FINANCIAL GROUP Service code 28 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $8,057 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 9.42% | 8.68%+0.7pp | 8.93%+0.5pp | 10.08%-0.7pp |
| Employer contribution / active EE | $21,735 | $14,435+50.6% | $26,306-17.4% | $15,414+41.0% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |