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 |
|---|---|---|
BOLTON PARTNERS, INC.2 years Service code 11 · EIN 52-1231144 | Actuarial | $93,284 |
MCGUIRE WOODS3 years Service code 29 · EIN 54-0505857 | Legal | $40,121 |
THE COLONY GROUP LLC5+ years Filed as: THE COLONY GROUP Service code 28 · EIN 90-0751149 | Investment Management | $26,143 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $13,728 |
STAMBAUGH NESS PC5+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,800 |
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 | $671,907-100.0% | $671,907-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 15.0%-15.0pp | 47.3%-47.3pp |
| Annual return | 13.31% | 5.07%+8.2pp | 10.76%+2.5pp | 12.16%+1.2pp |
| Employer contribution / active EE | $45,614 | $97,324-53.1% | $68,795-33.7% | $44,747+1.9% |
| Participant deferral / active EE | $2,861 | $259+1005.4% | $229+1149.5% | $170+1579.6% |
| Admin fee / account holder | $0 | $6,717-100.0% | $6,717-100.0% | $17,640-100.0% |