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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $90,987 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,345 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 11 · EIN 58-2592859 | Actuarial | $45,880 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $13,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 18.87% | 36.82%-17.9pp | 18.06%+0.8pp | 53.27%-34.4pp |
| Employer contribution / active EE | $7,902 | $13,338-40.8% | $30,411-74.0% | $14,774-46.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |