Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $123,714 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $47,718 |
Filed as: AXIOM Service code 28 550 E SWEDESFORD ROAD SUITE 110 · WAYNE, PA 19087 | Investment Management | $40,543 |
HILLTOP SECURITIES INC.1 year Service code 49 717 N. HARWOOD ST · DALLAS, TX 75201 | Other Services | $38,249 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | -8.38% | 3.70%-12.1pp | 7.69%-16.1pp | 24.44%-32.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |