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 GROUP Service code 99 DEPARTMENT 77840 · DETROIT, MI 48277 | Other Fees | $693,590 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $424,769 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $390,787 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 23 · EIN 20-8058531 | Insurance services | $305,623 |
ROBECO INVESTMENT MANAGEMENT7+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $256,738 |
DODGE & COX7+ years Service code 28 · EIN 13-2631108 | Investment Management | $202,574 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE Service code 28 · EIN 52-0556948 | Investment Management | $185,318 |
ELLWOOD ASSOCIATES7+ years Filed as: JH ELLWOOD Service code 27 · EIN 36-3121777 | Advisory (Plan) | $138,300 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $18,000 |
AETNA LIFE INSURANCE COMPANY7+ years Filed as: AETNA Service code 21 · EIN 06-6033492 | Bank Trustee | $5,739 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 4.76% | 11.76%-7.0pp | 10.41%-5.6pp | 15.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $31,248-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |