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 |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 28 · EIN 91-1116938 | Investment Management | $351,283 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $226,146 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $42,775 |
JOHNSON LAMBERT LLP7+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $13,900 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 17 · EIN 45-5291215 | Pension Consulting | $8,333 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-2723087 | Custodial (other than securities) | $5,972 |
OGLETREE DEAKINS6 years Service code 29 · EIN 57-1044820 | Legal | $5,340 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | -1.65% | 11.84%-13.5pp | 8.95%-10.6pp | 13.24%-14.9pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |