Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 600 UNIVERSITY STREET, STE 3100 · SEATTLE, WA 98101 | Actuarial | $171,540 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Participant Communication | $92,114 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 1200 CROWN COLONY DR, CC1-3 · QUINCY, MA 02169 | Custodial (other than securities) | $72,721 |
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 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 3.00% | 7.78%-4.8pp | 8.04%-5.0pp | 8.21%-5.2pp |
| Employer contribution / active EE | $15,691 | $18,545-15.4% | $42,693-63.2% | $13,841+13.4% |
| Participant deferral / active EE | $1,815 | $7+26100.0% | $66+2644.9% | $62+2846.4% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |