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 |
|---|---|---|
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $115,020 |
Service code 11 · EIN 31-1582098 | Actuarial | $89,750 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK Service code 21 · EIN 04-1876745 | Bank Trustee | $64,594 |
COWDEN ASSOCIATES, INC.1 year Service code 15 · EIN 25-1750131 | Recordkeeping | $8,468 |
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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 10.42% | 30.31%-19.9pp | 14.84%-4.4pp | 11.84%-1.4pp |
| Employer contribution / active EE | $20,175 | $21,473-6.0% | $37,950-46.8% | $17,339+16.4% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |