Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTEMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $678,723 |
PNC BANK, N.A.1 year Filed as: PNC ADVISORS, N.A. Service code 28 · EIN 22-1146460 | Investment Management | $222,199 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 811 LOUISIANA STREET, STE 2200 · HOUSTON, TX 77002 | Actuarial | $190,083 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL, LLP Service code 11 · EIN 75-0786316 | Actuarial | $10,815 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $8,104 |
FULBRIGHT & JAWORSKI2 years Filed as: FULBRIGHT AND JAWORSKI Service code 29 · EIN 74-1201087 | Legal | $6,364 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -16.87% | -13.54%-3.3pp | 22.50%-39.4pp | 23.41%-40.3pp |
| Employer contribution / active EE | $0 | $14,842-100.0% | $33,849-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |