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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $78,245 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTL OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $23,768 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $21,424 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $20,604 |
LOGAN CIRCLE PARTNERS, LP1+ years Service code 28 · EIN 20-8262386 | Investment Management | $19,353 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $15,906 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
BLACKROCK1+ years Filed as: BLACKROCK INST TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $674 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $82,591-100.0% | $296,643-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 44.4%-44.4pp | 0.8%-0.8pp |
| Annual return | -5.23% | -0.60%-4.6pp | -18.97%+13.7pp | -0.60%-4.6pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $54,628-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $78-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $9,901-100.0% | $717-100.0% |