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: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 36-3145972 | Investment Management | $975,196 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $606,318 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $368,635 |
Filed as: PRUDENTIAL RETIREMENT Service code 15 · EIN 06-1050034 | Recordkeeping | $284,644 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $271,736 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $200,000 |
CALLAN ASSOCIATES4 years Filed as: CALLAN LLC Service code 17 · EIN 82-2748926 | Pension Consulting | $191,476 |
Filed as: PILLSBURY WINTHROP LLP Service code 17 · EIN 94-1311126 | Pension Consulting | $139,213 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE Service code 21 · EIN 51-0099493 | Bank Trustee | $16,141 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 13.38% | 8.84%+4.5pp | 12.68%+0.7pp | 9.11%+4.3pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |