Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $650,950 |
Filed as: INSIGHT INVESTMENT Service code 27 · EIN 82-0983489 | Advisory (Plan) | $342,381 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $92,183 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $38,246 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 15.16% | 17.70%-2.5pp | 13.48%+1.7pp | 53.27%-38.1pp |
| Employer contribution / active EE | $9,404 | $40,511-76.8% | $47,067-80.0% | $14,774-36.4% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |