Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $736,476 |
Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $120,815 |
NORTHERN TRUST COMPANY4+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $99,657 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $89,782 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $30,084 |
THOMPSON HINE4+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $17,112 |
BLACKROCK4+ years Service code 21 · EIN 45-2873215 | Bank Trustee | $9,448 |
DATAMATION IMAGING SERVICES2 years Filed as: DATAMATION IMAGING SERVICES CORP Service code 15 · EIN 36-4303011 | Recordkeeping | $5,522 |
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.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -15.25% | -11.26%-4.0pp | -4.80%-10.4pp | 2.77%-18.0pp |
| Employer contribution / active EE | $1,410 | $17,131-91.8% | $30,897-95.4% | $15,262-90.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |