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 |
|---|---|---|
EKON BENEFITS5+ years Service code 11 · EIN 43-1242589 | Actuarial | $50,032 |
LOCAL 202 SHEET METAL WORKERS5+ years Service code 15 · EIN 43-1943294 | Recordkeeping | $40,248 |
SCHUCHAT, COOK & WERNER5+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $34,611 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $16,452 |
US BANK5+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $15,427 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | -2.17% | -14.68%+12.5pp | -2.84%+0.7pp | 259.14%-261.3pp |
| Employer contribution / active EE | $52,380 | $47,728+9.7% | $33,329+57.2% | $41,471+26.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |