Filed February 3, 2021
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 |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $788,082 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $308,633 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $231,663 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $184,104 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2767481 | Investment Management | $163,496 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $144,118 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $140,707 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $61,460 |
Service code 28 · EIN 51-0412248 | Investment Management | $57,019 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,713 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 18.42% | 13.80%+4.6pp | 380.71%-362.3pp | 13.80%+4.6pp |
| Employer contribution / active EE | $6,662 | $10,386-35.9% | $45,089-85.2% | $10,386-35.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $272-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |