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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 11 · EIN 36-2235791 | Actuarial | $792,534 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 04-6987758 | Investment Management | $377,748 |
Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $303,607 |
Service code 28 · EIN 13-3200244 | Investment Management | $178,253 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3063840 | Investment Management | $176,542 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $140,410 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $120,000 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $60,359 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $28,458 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,822,362-100.0% | $78,313-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 13.0%-13.0pp | 0.6%-0.6pp |
| Annual return | 13.31% | 11.45%+1.9pp | 6.61%+6.7pp | 11.45%+1.9pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $24,284-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $408-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,478-100.0% | $15,480-100.0% |