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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 11 · EIN 36-1561860 | Actuarial | $109,855 |
Service code 11 · EIN 13-3689044 | Actuarial | $65,000 |
Service code 16 · EIN 13-3200244 | Consulting | $49,789 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 16 · EIN 23-2859590 | Consulting | $26,319 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 16 · EIN 98-0202744 | Consulting | $25,861 |
BOSTON PARTNERS1+ years Service code 16 · EIN 98-0202744 | Consulting | $16,156 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD PARTNERS, INC Service code 16 · EIN 43-1468109 | Consulting | $13,874 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 16 | Consulting | $9,506 |
LEGG MASON1+ years Service code 16 · EIN 01-0846058 | Consulting | $7,562 |
Service code 16 · EIN 13-4194623 | Consulting | $6,236 |
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 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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | 5.46% | -0.83%+6.3pp | -1.08%+6.5pp | 2.81%+2.7pp |
| Employer contribution / active EE | $23,913 | $22,474+6.4% | $35,779-33.2% | $16,358+46.2% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |