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 |
|---|---|---|
ASCENSUS LLC1 year Service code 11 · EIN 82-3719843 | Actuarial | $72,540 |
Filed as: BRIDGE INVESTMENT GROUP Service code 28 111 E SEGO LILY DR · SALT LAKE CITY, UT 84070 | Investment Management | $30,436 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $29,266 |
Filed as: D E SHAW & CO Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $23,072 |
NYHART7 years Service code 11 · EIN 35-0966414 | Actuarial | $18,842 |
KING & SPALDING LLP2 years Filed as: KING STREET Service code 29 | Legal | $9,850 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $9,283 |
WHITEHAWK1 year Service code 28 C/O UMB FINANCIAL CORPORATION · KANSAS CITY, MO 64106 | Investment Management | $6,370 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -10.76% | -7.97%-2.8pp | 0.46%-11.2pp | 39.77%-50.5pp |
| Employer contribution / active EE | $1,773 | $20,148-91.2% | $35,480-95.0% | $19,959-91.1% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |