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 |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $673,206 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $330,780 |
RYAN LABS ASSET MANAGEMENT6+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $292,891 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $240,803 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN EXPRESS ASSET MGMT Service code 27 · EIN 41-1533211 | Advisory (Plan) | $178,810 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $160,000 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $136,584 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVT MGMNT ADVISORS Service code 27 · EIN 23-2859590 | Advisory (Plan) | $127,268 |
OC SALES, LLC6+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $93,972 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $87,390 |
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 9.68% | 12.05%-2.4pp | 793.01%-783.3pp | 12.86%-3.2pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |