Filed December 29, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR CONSULTING Service code 12 · EIN 36-2668272 | Claims processing; Recordkeeping and ... | $250,200 |
STEVEN DOUGLAS FINANCIAL1+ years Service code 27 · EIN 20-5219496 | Advisory (Plan) | $211,400 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 20 · EIN 41-6271370 | Trustee (individual) | $85,046 |
HERRONPALMER1+ years Filed as: HERRONPALMER, LLC Service code 70 · EIN 45-4725418 | Consulting Fees | $66,642 |
PAVILLION ADVISORY GROUP, INC.1+ years Service code 27 · EIN 04-3831795 | Advisory (Plan) | $52,500 |
Filed as: SILVERCREST ASSET MGMT GROUP LLC Service code 28 · EIN 13-4194623 | Investment Management | $43,299 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $14,235 |
Filed as: FAEGRE BAKER DANIELS Service code 10 · EIN 41-0244008 | Accounting | $9,175 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 7.18% | 7.17%0pp | 7.98%-0.8pp | 7.18%0pp |
| Employer contribution / active EE | $0 | $13,444-100.0% | $23,724-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |