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 |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $97,956 |
MILL CREEK CAPITAL ADVISORS, LLC8+ years Service code 28 · EIN 41-2212501 | Investment Management | $44,563 |
PNC BANK, N.A.8+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $25,000 |
PAYCOR, INC.7 years Service code 15 · EIN 31-1299990 | Recordkeeping | $15,399 |
Service code 27 · EIN 54-1947440 | Advisory (Plan) | $11,941 |
MAILLIE LLP4 years Service code 10 · EIN 23-1518888 | Accounting | $11,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $343,683-100.0% | $333,750-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 48.6%-48.6pp | 44.5%-44.5pp |
| Annual return | -12.93% | -9.47%-3.5pp | -9.60%-3.3pp | -14.65%+1.7pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,582-100.0% |