Filed December 18, 2023 (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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $686,550 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $640,930 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $498,982 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $343,876 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE Service code 28 · EIN 52-0556948 | Investment Management | $285,218 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $271,831 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $180,000 |
ELLWOOD ASSOCIATES3+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $173,682 |
DODGE & COX3+ years Service code 28 · EIN 13-2631108 | Investment Management | $168,887 |
UHY LLP2 years Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $28,515 |
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 | $0 | $223,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.5%-87.5pp | - |
| Annual return | 16.67% | 9.97%+6.7pp | -4.91%+21.6pp | 9.97%+6.7pp |
| Employer contribution / active EE | $0 | $9,484-100.0% | $23,904-100.0% | $9,484-100.0% |
| Participant deferral / active EE | $0 | $2,054-100.0% | $0 | $2,054-100.0% |
| Admin fee / account holder | $0 | $0 | $104,760-100.0% | - |