Filed September 8, 2020
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 |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.2+ years Service code 27 · EIN 13-2628641 | Advisory (Plan) | $320,618 |
GABRIEL, ROEDER, SMITH & COMPANY2+ years Filed as: GABRIEL, ROEDER, SMITH & CO. Service code 11 · EIN 38-1691268 | Actuarial | $24,048 |
WITHUMSMITH+BROWN, PC2+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $14,000 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $12,477 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $358,154-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -7.40% | 7.18%-14.6pp | 2.24%-9.6pp | 7.18%-14.6pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $54,559-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $81-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $6,053-100.0% | $362-100.0% |