Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MWM CONSULTING GROUP1+ years Service code 11 · EIN 36-3870584 | Actuarial | $218,042 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $35,276 |
EASTER SEALS1+ years Service code 14 · EIN 36-2171729 | Plan Administrator | $32,029 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $25,334 |
ARMSTRONG TEASDALE1+ years Filed as: ARMSTRONG TEADSALE Service code 29 · EIN 43-1274026 | Legal | $23,480 |
TOPEL FORMAN LLC1+ years Filed as: TOPEL FORMAN, LLC Service code 10 · EIN 36-2469413 | Accounting | $17,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.36% | 4.23%+2.1pp | 3.97%+2.4pp | 4.56%+1.8pp |
| Employer contribution / active EE | $22,971 | $16,147+42.3% | $28,168-18.4% | $15,526+48.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |