Filed December 18, 2023 (most recent of 2 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 |
|---|---|---|
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $94,655 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $20,641 |
ELLWOOD ASSOCIATES4+ years Service code 28 · EIN 36-3121777 | Investment Management | $20,582 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $13,350 |
Service code 10 227 W. MONROE STREET · CHICAGO, IL 60606 | Accounting | $10,545 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,550 |
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -6.05% | -2.89%-3.2pp | -102.04%+96.0pp | 10.56%-16.6pp |
| Employer contribution / active EE | $8,810 | $14,715-40.1% | $36,232-75.7% | $13,643-35.4% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |