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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $74,135 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS, PHILLIPS & BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $29,009 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $12,141 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.30% | 79.68%-66.4pp | 16.78%-3.5pp | 23.90%-10.6pp |
| Employer contribution / active EE | $9,212 | $21,735-57.6% | $26,328-65.0% | $16,539-44.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |