Filed July 27, 2023 (most recent of 3 filings on file)
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 CONSULTING2 years Service code 17 · EIN 22-2232264 | Pension Consulting | $674,409 |
ARGENT TRUST COMPANY1 year Service code 29 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Legal | $65,000 |
PRAIRIE CAPITAL ADVISORS3 years Filed as: PRAIRIE CAP ADVISORS Service code 28 ONE LINCOLN CENTRE · OAKBROOK TERRACE, IL 60181 | Investment Management | $55,250 |
SILVERSTONE GROUP1 year Filed as: SILVERSTONE GROUP, INC. Service code 11 · EIN 47-0813106 | Actuarial | $23,090 |
KREIG DEVAULT, LLP1 year Service code 29 · EIN 35-1055087 | Legal | $12,888 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 11.07% | 11.84%-0.8pp | 8.95%+2.1pp | 13.24%-2.2pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |