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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $125,053 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $95,000 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 29 260 FRANKLIN ST · BOSTON, MA 02110 | Legal | $56,436 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $43,790 |
PANAGORA ASSET MANAGEMENT8 years Service code 28 · EIN 04-3183235 | Investment Management | $33,169 |
Filed as: THE WILLIAM C. EARHART COMPANY INC. Service code 14 · EIN 93-0509592 | Plan Administrator | $31,524 |
Service code 29 201 W NORTH RIVER DR #190 · SPOKANE, WA 99201 | Legal | $30,771 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 506 CARNEGIE CTR STE 400 · PRINCETON, NJ 08540 | Accounting | $24,829 |
US BANK10+ years Service code 19 · EIN 93-0571729 | Securities Custodian | $22,026 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPAS, LLP Service code 10 6650 SW REDWOOD LN STE 210 · PORTLAND, OR 97224 | Accounting | $15,738 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 8.43% | 7.96%+0.5pp | 5.04%+3.4pp | 8.76%-0.3pp |
| Employer contribution / active EE | $4,260 | $15,125-71.8% | $26,454-83.9% | $16,664-74.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |