Filed April 25, 2023 (most recent of 6 filings on file)
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 |
|---|---|---|
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 50 · EIN 27-6848787 | Direct Payment | $104,227 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $56,808 |
WELLINGTON TRUST COMPANY2 years Service code 50 · EIN 04-2755549 | Direct Payment | $41,416 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 50 · EIN 13-3142135 | Direct Payment | $19,122 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $7,500 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 10.47% | 9.71%+0.8pp | 32.33%-21.9pp | 9.11%+1.4pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |