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 |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION5+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $321,474 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $138,414 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $107,196 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $107,003 |
VENUTI & ASSOCIATES5+ years Service code 11 · EIN 04-3721424 | Actuarial | $97,600 |
KRAW LAW GROUP1 year Service code 29 · EIN 32-0465891 | Legal | $66,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 19 PO BOX 1450 · MINNEAPOLIS, MN 554855159 | Securities Custodian | $65,985 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $64,471 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $61,095 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TR CO, N.A. Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $53,096 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 16.72% | 36.82%-20.1pp | 18.06%-1.3pp | 53.27%-36.5pp |
| Employer contribution / active EE | $1,964 | $13,338-85.3% | $30,411-93.5% | $14,774-86.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |