Filed September 1, 2016
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.1 year Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $105,879 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $47,000 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $25,194 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 11 · EIN 06-1053228 | Actuarial | $24,687 |
BAKER TILLY US, LLP1 year Filed as: BAKER DONELSON BEARMAN & CALDWELL Service code 29 · EIN 62-1047356 | Legal | $21,284 |
LBMC, PC10+ years Service code 10 · EIN 62-1199757 | Accounting | $13,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | -4.38% | 7.83%-12.2pp | 8.34%-12.7pp | 13.05%-17.4pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |