Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Service code 11 · EIN 04-2452803 | Actuarial | $61,846 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $56,238 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $14,400 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 7.18% | 3.50%+3.7pp | 5.16%+2.0pp | 13.05%-5.9pp |
| Employer contribution / active EE | $326,000 | $34,017+858.3% | $26,479+1131.2% | $37,651+765.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |