Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 26 · EIN 42-0127290 | Advisory (Participants) | $530,866 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 26 · EIN 36-3177449 | Advisory (Participants) | $354,478 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $98,453 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $25,450 |
BDO USA, LLP2 years Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $25,169 |
DICKINSON WRIGHT PLLC1 year Service code 29 · EIN 38-1364333 | Legal | $7,383 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 26 · EIN 13-3142135 | Advisory (Participants) | $5,023 |
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.07% | 7.96%-7.9pp | 5.04%-5.0pp | 8.76%-8.7pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |