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 |
|---|---|---|
MERCER6+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $309,953 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 600 UNIVERSITY STREET, STE 3100 · SEATTLE, WA 98101 | Actuarial | $133,062 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Participant Communication | $63,193 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 1200 CROWN COLONY DR, CC1-3 · QUINCY, MA 02169 | Custodial (other than securities) | $18,469 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 17.41% | 6915.14%-6897.7pp | 380.66%-363.3pp | 627.08%-609.7pp |
| Employer contribution / active EE | $120,935 | $39,618+205.3% | $45,083+168.2% | $18,824+542.5% |
| Participant deferral / active EE | $1,541 | $161+857.3% | $272+466.3% | $418+268.9% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |