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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $47,532 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-1867445 | Recordkeeping | $16,016 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $14,218 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.67% | 16.85%-11.2pp | 5.44%+0.2pp | 11.88%-6.2pp |
| Employer contribution / active EE | $1,663 | $10,313-83.9% | $25,481-93.5% | $14,612-88.6% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |