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 |
|---|---|---|
SEI INVESTMENTS6+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,176,445 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $236,201 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $21,000 |
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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 14.52% | 8.66%+5.9pp | 36.37%-21.8pp | 11.84%+2.7pp |
| Employer contribution / active EE | $62,672 | $10,755+482.7% | $37,223+68.4% | $17,339+261.4% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |