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 |
|---|---|---|
Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $59,273 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $53,011 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $46,437 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $35,444 |
MONTICELLO ASSOCIATES2+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $30,521 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $21,099 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $11,654 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,000 |
ODELL HICKS & COMPANY, LLC2+ years Service code 10 · EIN 36-3310351 | Accounting | $9,146 |
WITHUMSMITH+BROWN, PC2+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $6,435 |
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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 11.40% | 10.78%+0.6pp | 8.93%+2.5pp | 13.95%-2.5pp |
| Employer contribution / active EE | $17,587 | $10,694+64.5% | $43,470-59.5% | $16,598+6.0% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |