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 |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 11 · EIN 36-2235791 | Actuarial | $130,639 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $69,968 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $13,000 |
NORTHERN TRUST COMPANY6 years Service code 25 · EIN 36-1561860 | Directed Trustee | $6,730 |
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.
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 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | -4.08% | -0.41%-3.7pp | 4.95%-9.0pp | 13.05%-17.1pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |