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 |
|---|---|---|
Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $252,258 |
FID INV INST OPS CO1 year Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $82,611 |
SCHNEIDER DOWNS & CO., INC.6 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $23,057 |
FID INV INST OPS CO8+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $8,750 |
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 | $592,784-100.0% | $565,817-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.5%-44.5pp |
| Annual return | -23.78% | -8.20%-15.6pp | -8.79%-15.0pp | -14.65%-9.1pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |