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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCE CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $383,438 |
UMR9+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $54,108 |
BLACKROCK9+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $46,906 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 222 W ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $10,756 |
Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $10,600 |
FRANK N HESTAND CPA PSC9+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $10,000 |
Filed as: MASS MUTUAL FINANCIAL GROUP Service code 28 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $9,096 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $5,367 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 16.05% | 11.08%+5.0pp | 8.10%+7.9pp | 8.76%+7.3pp |
| Employer contribution / active EE | $20,068 | $13,910+44.3% | $28,649-30.0% | $16,650+20.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |