Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $988,267 |
Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $108,254 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
IVINS, PHILLIPS & BARKER6+ years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $15,530 |
ATESSA BENEFITS1 year Service code 16 · EIN 47-4435064 | Consulting | $6,752 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 16.41% | 627.08%-610.7pp | 21681.50%-21665.1pp | 627.08%-610.7pp |
| Employer contribution / active EE | $210,200 | $18,824+1016.7% | $87,430+140.4% | $18,824+1016.7% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |