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 |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0175278 | Bank Trustee | $87,486 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 28 · EIN 27-2436452 | Investment Management | $73,795 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $54,653 |
Filed as: HARDING, SHYMANSKI & COMAPNY, PSC Service code 10 · EIN 35-1346211 | Accounting | $49,500 |
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.
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 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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 9.82% | 3.93%+5.9pp | 4.74%+5.1pp | 4.16%+5.7pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |