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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $38,942 |
THE BANK OF NEW YORK MELLON7 years Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $22,438 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 11.18% | 6.45%+4.7pp | 8.59%+2.6pp | 7.66%+3.5pp |
| Employer contribution / active EE | $0 | $20,590-100.0% | $33,035-100.0% | $20,614-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |