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 EVERGREEN FUND7+ years Service code 28 · EIN 20-5583068 | Investment Management | $760,624 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 54-1540117 | Investment Management | $442,508 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $298,849 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Account maintenance fees; Custodial (... | $122,433 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 50 · EIN 20-2159373 | Direct Payment | $60,230 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $33,026 |
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 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 16.54% | 15.63%+0.9pp | 9.07%+7.5pp | 15.63%+0.9pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $46,116-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |