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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 11 · EIN 82-3719843 | Actuarial | $27,940 |
THE CONCORD ADVISORY GROUP5 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $16,637 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $11,000 |
PNC BANK, N.A.4 years Filed as: PNC Service code 21 · EIN 22-1146430 | Bank Trustee | $9,970 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 6300 BEE COVE ROAD · AUSTIN, TX 78745 | Investment Management | $5,909 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 9.66% | 8.17%+1.5pp | 9.17%+0.5pp | 7.65%+2.0pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |