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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $114,163 |
CAP FINANCIAL PARTNERS, LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $54,676 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,531 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 16 · EIN 36-2235791 | Consulting | $53,418 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $44,708 |
OGLETREE DEAKINS2+ years Service code 29 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $12,470 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
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.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 3.19% | 5.03%-1.8pp | 18.87%-15.7pp | 7.18%-4.0pp |
| Employer contribution / active EE | $7,413 | $10,273-27.8% | $19,828-62.6% | $13,095-43.4% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |