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 |
|---|---|---|
HEWITT ASSOCIATES LLC6+ years Filed as: HEWITT ASSOCIATES, LLC Service code 10 · EIN 36-2235791 | Accounting | $26,925 |
Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 16 · EIN 53-0181291 | Consulting | $16,250 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 25 | Directed Trustee | $8,735 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $8,250 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | - |
| Annual return | 1.95% | 42.38%-40.4pp | -2.84%+4.8pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $33,329-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $51-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,475-100.0% | - |