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 |
|---|---|---|
SILVERSTONE GROUP6+ years Service code 11 · EIN 47-0813106 | Actuarial | $33,830 |
US BANK2 years Filed as: US BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $15,904 |
SELLWOOD CONSULTING LLC6+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $15,261 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer 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.
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 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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 12.31% | 11.09%+1.2pp | 8.35%+4.0pp | 9.29%+3.0pp |
| Employer contribution / active EE | $0 | $20,972-100.0% | $27,010-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |