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 |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Service code 21 | Bank Trustee | $58,323 |
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS-KEEPERS LLC Service code 10 · EIN 43-1126847 | Accounting | $10,500 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $960 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.90% | 22.74%-11.8pp | 16.78%-5.9pp | 13.95%-3.0pp |
| Employer contribution / active EE | $6,624 | $16,157-59.0% | $26,328-74.8% | $16,598-60.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |