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 |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $66,933 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $32,412 |
CUNI, RUST & STRENK3+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $28,750 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,000 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $26,248 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $25,440 |
OFI GLOBAL TRUST COMPANY3+ years Service code 28 · EIN 13-3459790 | Investment Management | $25,125 |
O'SULLIVAN ASSOCIATES3+ years Filed as: SULLIVAN, WARD, ASHER, & PATTON, PC Service code 29 · EIN 38-2384883 | Legal | $21,467 |
WHITINGER & COMPANY LLC3+ years Service code 10 · EIN 35-0905017 | Accounting | $16,700 |
Service code 38 · EIN 35-1776725 | Participant Communication | $8,806 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.49% | 4.25%+5.2pp | -752.26%+761.7pp | 0.19%+9.3pp |
| Employer contribution / active EE | $6,951 | $11,906-41.6% | $31,802-78.1% | $13,763-49.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |