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 |
|---|---|---|
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $267,601 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 21 · EIN 45-6138589 | Bank Trustee | $137,613 |
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -3.95% | 7.25%-11.2pp | 5.04%-9.0pp | 8.21%-12.2pp |
| Employer contribution / active EE | $25,693 | $13,308+93.1% | $26,454-2.9% | $13,841+85.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |