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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $660,978 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $495,629 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $153,302 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $144,759 |
STOUT, CAUSEY & HORNING, P.A.3+ years Service code 10 · EIN 52-1743645 | Accounting | $50,249 |
Service code 28 · EIN 20-0292745 | Investment Management | $42,283 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $18,528 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 9.55% | 35.86%-26.3pp | 10.53%-1.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $17,066 | $23,588-27.6% | $29,360-41.9% | $14,688+16.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |