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 11 · EIN 13-3689044 | Actuarial | $344,125 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $21,013 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $164,233-100.0% | $344,859-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -18.29% | 2.78%-21.1pp | -8.04%-10.2pp | 2.78%-21.1pp |
| Employer contribution / active EE | $7,964 | $15,276-47.9% | $29,691-73.2% | $15,276-47.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $13-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $388-100.0% | $1,015-100.0% |