Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BPS&M3+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $45,360 |
THE COLONY GROUP LLC3+ years Filed as: THE COLONY GROUP Service code 28 · EIN 90-0751149 | Investment Management | $26,519 |
MCGUIRE WOODS1 year Service code 29 · EIN 54-0505857 | Legal | $19,246 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $12,091 |
STAMBAUGH NESS PC3+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,200 |
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 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 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 9.96% | 5.61%+4.3pp | 9.84%+0.1pp | 10.21%-0.3pp |
| Employer contribution / active EE | $31,211 | $71,462-56.3% | $50,102-37.7% | $42,272-26.2% |
| Participant deferral / active EE | $2,892 | $787+267.4% | $612+372.4% | $121+2296.4% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |