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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $117,932 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $111,024 |
BANCO POPULAR DE PUERTO RICO4+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $63,059 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $23,385 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $22,041 |
ELI LILLY AND COMPANY4+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $13,231 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,380 |
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.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.83% | 39.99%-44.8pp | 4.36%-9.2pp | 33.37%-38.2pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |