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 |
|---|---|---|
STEVEN DOUGLAS FINANCIAL2+ years Service code 27 · EIN 20-5219496 | Advisory (Plan) | $313,898 |
MERCER2+ years Filed as: MERCER HR CONSULTING Service code 12 · EIN 36-2668272 | Claims processing; Recordkeeping and ... | $226,654 |
Filed as: PAVILLION ADVISORY GROUP, INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $105,000 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 20 · EIN 41-6271370 | Trustee (individual) | $80,551 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $65,246 |
Filed as: FAEGRE BAKER DANIELS Service code 10 · EIN 41-0244008 | Accounting | $37,693 |
Filed as: RETIREMENT PLAN ACTUARIES, INC Service code 11 · EIN 41-1798737 | Actuarial | $8,044 |
HERRONPALMER2+ years Filed as: HERRONPALMER, LLC Service code 70 · EIN 45-4725418 | Consulting Fees | $5,435 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 18.36% | 12.38%+6.0pp | 10.53%+7.8pp | 23.90%-5.5pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |