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 |
|---|---|---|
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $314,730 |
Service code 28 · EIN 26-2237421 | Investment Management | $303,413 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $185,177 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $183,180 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $145,587 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $119,954 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $119,035 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 27 · EIN 81-1193503 | Advisory (Plan) | $78,939 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $54,883 |
LEONARD CARDER, LLP2+ years Service code 29 · EIN 94-2819269 | Legal | $54,729 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 13.09% | 3.63%+9.5pp | 4.16%+8.9pp | 9.19%+3.9pp |
| Employer contribution / active EE | $10,800 | $11,363-5.0% | $29,966-64.0% | $12,608-14.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |