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 |
|---|---|---|
Service code 11 · EIN 27-1175487 | Actuarial | $244,355 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON BANK NA Service code 21 · EIN 25-0659306 | Bank Trustee | $165,355 |
Filed as: TRANSAMERICA Service code 28 · EIN 59-3616793 | Investment Management | $70,793 |
CMM DOCUMENT SERVICES1 year Service code 36 · EIN 35-1999969 | Copying and duplicating; Direct payme... | $61,657 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $48,598 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $45,276 |
TIM MLSNA2+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES, LTD Service code 29 · EIN 37-1186514 | Legal | $32,875 |
WILLIAM BLAIR1 year Filed as: WILLIAM JACKSON Service code 17 21 PRISTINE DRIVE · GREER, SC 29650 | Pension Consulting | $25,833 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $23,071 |
DECHERT LLP1 year Service code 29 · EIN 23-1425587 | Legal | $19,342 |
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 | 5.48% | 5.03%+0.4pp | 18.87%-13.4pp | 7.18%-1.7pp |
| Employer contribution / active EE | $26,549 | $10,273+158.4% | $19,828+33.9% | $13,095+102.7% |
| 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% |