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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,685,744 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $581,088 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $545,206 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $519,862 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $460,738 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $400,756 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $380,026 |
BROOKFIELD4 years Service code 28 · EIN 46-7425989 | Investment Management | $370,623 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $364,604 |
BLACKROCK7+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $309,815 |
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 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 10.44% | 19.39%-8.9pp | 8.31%+2.1pp | 19.39%-8.9pp |
| Employer contribution / active EE | $9,716 | $8,446+15.0% | $21,002-53.7% | $8,446+15.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $224-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |