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 |
|---|---|---|
SEI INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $207,727 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $26,639 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $26,310 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $10,732 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 6.91% | 11.40%-4.5pp | 9.07%-2.2pp | 13.24%-6.3pp |
| Employer contribution / active EE | $19,683 | $18,263+7.8% | $46,116-57.3% | $14,616+34.7% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |