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.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $126,934 |
RVK, INC.5+ years Filed as: RVK, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $62,130 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $59,496 |
PINNACLE ASSOCIATES LTD5+ years Filed as: PINNACLE ASSOC. LTD Service code 28 · EIN 13-3220717 | Investment Management | $58,501 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $45,803 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 28 · EIN 52-2391973 | Investment Management | $36,306 |
Service code 29 · EIN 91-0889948 | Legal | $25,000 |
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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 10.94% | 9.30%+1.6pp | 7.87%+3.1pp | 627.08%-616.1pp |
| Employer contribution / active EE | $74,235 | $21,052+252.6% | $31,784+133.6% | $18,824+294.4% |
| Participant deferral / active EE | $1,318 | $1,264+4.3% | $241+447.4% | $418+215.4% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |