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 |
|---|---|---|
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 36-7388847 | Investment Management | $25,845 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $25,024 |
MONTICELLO ASSOCIATES1+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $23,589 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $20,860 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL Service code 28 · EIN 72-1467823 | Investment Management | $12,522 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 10 · EIN 34-0797057 | Accounting | $8,373 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 2.56% | 4.65%-2.1pp | 4.07%-1.5pp | 11.88%-9.3pp |
| Employer contribution / active EE | $0 | $13,858-100.0% | $45,149-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |