Filed February 5, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $575,653 |
NORTHERN TRUST COMPANY2+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $295,305 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 14 · EIN 52-1883918 | Plan Administrator | $221,403 |
GOLDMAN SACHS2+ years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $131,609 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $110,143 |
SEGALL BRYANT & HAMILL2+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $106,502 |
MERCER2+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $88,948 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $88,687 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $87,385 |
Filed as: IVY INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 03-0481447 | Investment Mgmt Fees | $84,182 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 16.69% | 1023.85%-1007.2pp | 13.45%+3.2pp | 1023.85%-1007.2pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $26,057-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $181-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |