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 |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $251,972 |
MERCER10+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $234,254 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $225,440 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $75,000 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $40,382 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1466678 | Bank Trustee | $9,774 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 1.59% | 8.76%-7.2pp | 8.13%-6.5pp | 8.76%-7.2pp |
| Employer contribution / active EE | $3,420 | $16,664-79.5% | $42,719-92.0% | $16,664-79.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $12-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |