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 |
|---|---|---|
BLACKROCK3 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $870,789 |
FID INV INST OPS CO7+ years Service code 11 · EIN 04-2647786 | Actuarial | $508,493 |
THE BANK OF NEW YORK MELLON3 years Service code 15 · EIN 13-5160382 | Recordkeeping | $97,280 |
ATHERTON & ASSOCIATES LLP7+ years Service code 10 · EIN 94-1239084 | Accounting | $29,096 |
ABS DIRECT, INC.6 years Service code 49 · EIN 42-1607729 | Other Services | $6,579 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $5,697 |
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 | $444,552-100.0% | $433,529-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 22.9%-22.9pp | 3.7%-3.7pp |
| Annual return | 2.67% | 15.63%-13.0pp | 12.74%-10.1pp | 15.63%-13.0pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $33,332-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $157-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,396-100.0% | $429-100.0% |