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 |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $258,727 |
SLC MANAGEMENT2 years Service code 28 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Investment Management | $64,340 |
LPL FINANCIAL2 years Service code 16 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Consulting | $41,300 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,044 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,750 |
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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 11.41% | 11.11%+0.3pp | 10.57%+0.8pp | 11.45%0pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |