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: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $293,177 |
WINTHROP CAPITAL MANAGEMENT1+ years Service code 28 · EIN 26-0815272 | Investment Management | $63,787 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST STE 610 · CARMEL, IN 46032 | Actuarial | $44,240 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $41,792 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER INVESTMENT MANAGEMENT Service code 28 · EIN 16-1720454 | Investment Management | $25,323 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 311 S WACKER DRIVE · CHICAGO, IL 60606 | Legal | $20,160 |
ALATEK1+ years Filed as: ALATEK DEVELOPMENT Service code 99 · EIN 62-1782185 10919 S CONESTOGA DR · SPANISH FORK, UT 84660 | Other Fees | $19,425 |
PILE CPAS1+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $19,000 |
PARAMOUNT CONSULTING1+ years Service code 10 1233 SHELBY STREET · INDIANAPOLIS, IN 46203 | Accounting | $18,283 |
UNION INSURANCE GROUP1+ years Service code 22 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance Broker | $9,208 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 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% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | -2.22% | 4.82%-7.0pp | 3.97%-6.2pp | 7.18%-9.4pp |
| Employer contribution / active EE | $4,183 | $12,725-67.1% | $28,168-85.2% | $13,095-68.1% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |