Filed April 29, 2020
Total covered: 189 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $351,012 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $132,103 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $87,108 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISOR Service code 28 · EIN 48-1140940 | Investment Management | $72,793 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $54,581 |
BUCK GLOBAL, LLC2+ years Service code 11 · EIN 13-3954297 | Actuarial | $45,671 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,375 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $16,964 |
IRON MOUNTAIN1 year Filed as: IRON MOUNTAIN INC. Service code 50 · EIN 23-2588479 | Direct Payment | $15,792 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 62 · EIN 13-4994650 | Other investment fees and expenses; O... | $1,082 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 5.01% | 9.47%-4.5pp | 7.32%-2.3pp | 15.63%-10.6pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |