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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 20 1585 BROADWAY AVENUE · NEW YORK, NY 10036 | Trustee (individual) | $223,609 |
Service code 12 321 RESEARCH PARKWAY · MERIDEN, CT 06450 | Claims processing | $62,770 |
REID & RIEGE, P.C.1 year Filed as: REID AND RIEGE PC Service code 22 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Insurance Broker | $57,025 |
Service code 11 · EIN 31-1582098 | Actuarial | $50,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $23,818 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $14,278 |
ZENITH AMERICAN SOLUTIONS9 years Service code 12 · EIN 06-0811449 | Claims processing | $12,720 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 20 505 FIFTH AVENUE NO 17 · NEW YORK, NY 10017 | Trustee (individual) | $11,184 |
THE SEGAL COMPANY3 years Filed as: SEGAL ROITMAN LLP Service code 22 33 HARISSON AVENUE · BOSTON, MA 02111 | Insurance Broker | $8,454 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.91% | 8.65%-0.7pp | 9.03%-1.1pp | 10.20%-2.3pp |
| Employer contribution / active EE | $10,454 | $14,388-27.3% | $26,284-60.2% | $15,145-31.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |