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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $228,553 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $147,632 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 9.02% | 8.08%+0.9pp | 9.51%-0.5pp | 37.74%-28.7pp |
| Employer contribution / active EE | $2,582 | $9,541-72.9% | $23,377-89.0% | $15,788-83.6% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |