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 |
|---|---|---|
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $25,276 |
HARTMAN & ASSOCIATES4+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $19,308 |
LANIER MUCHIN LTD4+ years Service code 29 · EIN 36-3088463 | Legal | $17,264 |
FRANK J BAKER & COMPANY, LTD4+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $15,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -8.72% | -2.83%-5.9pp | 12.68%-21.4pp | 10.56%-19.3pp |
| Employer contribution / active EE | $4,402 | $11,770-62.6% | $22,860-80.7% | $13,643-67.7% |
| Participant deferral / active EE | $2,471 | $39+6203.5% | $123+1912.0% | $62+3876.8% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |