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 |
|---|---|---|
DEAN ACTUARIES, LLC2+ years Service code 11 · EIN 75-2548006 | Actuarial | $13,560 |
FINLEY & COOK2+ years Service code 10 · EIN 73-0604334 | Accounting | $9,250 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $301 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.51% | 5.68%-0.2pp | 4.74%+0.8pp | 4.56%+1.0pp |
| Employer contribution / active EE | $9,198 | $16,243-43.4% | $36,089-74.5% | $15,526-40.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |