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 |
|---|---|---|
INVESTURE LLC1+ years Service code 28 · EIN 20-0456218 | Investment Management | $887,077 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $360,181 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $137,151 |
INVESTURE EVERGREEN FUND1+ years Service code 28 · EIN 20-5583068 | Investment Management | $70,191 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE Service code 15 · EIN 13-3891517 | Recordkeeping | $58,197 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $10,327 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $226,711-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 0.38% | 1.67%-1.3pp | -1.71%+2.1pp | 1.67%-1.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $45,357-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $175-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $7,161-100.0% | $66,276-100.0% |