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 |
|---|---|---|
ROY & ASSOCIATES4+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $94,655 |
US BANK4+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $32,671 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,473 |
HENNINGFIELD & ASSOCIATES, INC.4+ years Service code 10 · EIN 54-2189926 | Accounting | $18,151 |
THE BERWYN GROUP1 year Service code 99 · EIN 34-1672337 | Other Fees | $17,196 |
PRINCE, YEATES & GELDZAHLER4+ years Service code 29 · EIN 87-0481872 | Legal | $9,111 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | -6.35% | 18.13%-24.5pp | 14.64%-21.0pp | 16.32%-22.7pp |
| Employer contribution / active EE | $2,279 | $23,138-90.1% | $41,831-94.6% | $17,007-86.6% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |