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 |
|---|---|---|
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $130,245 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 88-0047695 | Bank Trustee | $27,291 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $19,720 |
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 | $50,876-100.0% | $219,249-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 30.0%-30.0pp | 15.7%-15.7pp |
| Annual return | -1.44% | -7.14%+5.7pp | 1.50%-2.9pp | -7.14%+5.7pp |
| Employer contribution / active EE | $18,146 | $14,613+24.2% | $37,746-51.9% | $14,613+24.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $87-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $0 | $1,191-100.0% |