Filed October 10, 2024 (most recent of 8 filings on file)
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 |
|---|---|---|
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $1,011,128 |
SEYFARTH SHAW LLP4+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $275,964 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $227,408 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $102,600 |
MERGANSER CAPITAL MANAGEMENT4+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $93,673 |
REAMS ASSET MANAGEMENT3 years Filed as: REAMS (SCOUTS INVESTMENT INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $33,909 |
Filed as: CAPE ANN Service code 21 · EIN 47-4778650 | Bank Trustee | $25,552 |
ADAMS ADDRESSING ASSOCIATES4+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 21 · EIN 36-4395178 | Bank Trustee | $14,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,750 |
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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -2.26% | 9.64%-11.9pp | -102.04%+99.8pp | 33.37%-35.6pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |