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 |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $876,560 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $600,296 |
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $464,396 |
BOSTON PARTNERS7+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $424,326 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $405,188 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $335,842 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 20-0166430 | Investment Management | $329,269 |
MERCER7+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $161,352 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $150,541 |
BLACKROCK7+ years Service code 28 · EIN 94-6596958 | Investment Management | $80,996 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 9.68% | 9.47%+0.2pp | 7.32%+2.4pp | 15.63%-6.0pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |