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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $142,003 |
RVK, INC.10+ years Filed as: RVK, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $92,652 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $50,112 |
PINNACLE ASSOCIATES LTD10+ years Filed as: PINNACLE ASSOC. LTD Service code 28 · EIN 13-3220717 | Investment Management | $48,558 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $40,221 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 90-0337987 | Investment Management | $31,912 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $30,000 |
TREMPER & CO. LLP10+ years Service code 10 · EIN 91-0872222 | Accounting | $18,043 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $134,556-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 15.4%-15.4pp | 2.5%-2.5pp |
| Annual return | 5.92% | 8.25%-2.3pp | 8.50%-2.6pp | 8.25%-2.3pp |
| Employer contribution / active EE | $59,903 | $18,668+220.9% | $29,758+101.3% | $18,668+220.9% |
| Participant deferral / active EE | $1,802 | $1,498+20.3% | $538+234.7% | $1,498+20.3% |
| Admin fee / account holder | $0 | $200-100.0% | $8,606-100.0% | $200-100.0% |