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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $197,632 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $138,918 |
PETER CHANG ENTERPRISES, INC.4+ years Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $50,082 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $18,799 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-1186267 | Bank Trustee | $14,884 |
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.
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -7.65% | -1.84%-5.8pp | -0.67%-7.0pp | 0.19%-7.8pp |
| Employer contribution / active EE | $9,352 | $15,717-40.5% | $31,731-70.5% | $13,763-32.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |