Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $591,069 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $111,788 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $95,000 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $57,179 |
MORNEAU SHEPELL1+ years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $14,527 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $11,582 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 1.03% | 8.26%-7.2pp | 9.51%-8.5pp | 9.11%-8.1pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |