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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,278,322 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $562,192 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $131,611 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $101,315 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $99,318 |
WILLIAM BLAIR8+ years Service code 28 · EIN 47-2614791 | Investment Management | $87,008 |
ANTHEM FINANCIAL SERVICES2 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH I Service code 12 · EIN 95-4331852 | Other services; Recordkeeping and inf... | $75,129 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $71,137 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $70,317 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $68,634 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -18.44% | 17.17%-35.6pp | 179.55%-198.0pp | 23.41%-41.9pp |
| Employer contribution / active EE | $17,503 | $11,568+51.3% | $24,917-29.8% | $12,650+38.4% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |