Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $681,963 |
AON CONSULTING1+ years Filed as: AON INVESTING CONSULTING Service code 27 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60089 | Advisory (Plan) | $387,084 |
AON CONSULTING1+ years Service code 11 44 HUTCHISON AVE · COLUMBUS, OH 43225 | Actuarial | $368,150 |
US BANK1+ years Service code 21 · EIN 87-6512663 | Bank Trustee | $110,408 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $28,644 |
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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 10.48% | 8.44%+2.0pp | 14.20%-3.7pp | 9.11%+1.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $29,492-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |