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 |
|---|---|---|
INDEPENDENT ACTUARIES, INC.4+ years Service code 11 · EIN 93-1132106 | Actuarial | $45,346 |
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $38,939 |
GEFFEN MESHER3 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $12,500 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $12,261 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -4.97% | -2.74%-2.2pp | -3.29%-1.7pp | 10.56%-15.5pp |
| Employer contribution / active EE | $47,241 | $9,887+377.8% | $36,762+28.5% | $13,643+246.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |