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 |
|---|---|---|
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $75,407 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $35,384 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 84-1158905 | Securities Custodian | $20,612 |
HAYNIE & COMPANY1 year Service code 10 · EIN 87-0325228 | Accounting | $16,215 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 3.17% | 4.96%-1.8pp | 5.62%-2.4pp | 13.05%-9.9pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |