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 |
|---|---|---|
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $127,900 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $108,680 |
REAMS ASSET MANAGEMENT3+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $105,205 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $69,492 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Claims proces... | $63,000 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $62,462 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $53,295 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $22,522 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $22,050 |
HILL, FARRER & BURRILL LLP3+ years Filed as: HILL FARRER & BURRILL LLP Service code 29 · EIN 95-2153880 | Legal | $17,540 |
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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 8.72% | 7.15%+1.6pp | 8.32%+0.4pp | 10.21%-1.5pp |
| Employer contribution / active EE | $5,569 | $38,756-85.6% | $30,793-81.9% | $42,272-86.8% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |