Filed January 26, 2017
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 BARNEY7+ years Service code 28 · EIN 26-4310632 | Investment Management | $108,228 |
BPAS7+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $36,490 |
BONADIO & CO., LLP7+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $16,010 |
COMPLETE PAYROLL PROCESSING7+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $10,621 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 7.11% | 10.11%-3.0pp | 10.75%-3.6pp | 11.84%-4.7pp |
| Employer contribution / active EE | $1,980 | $14,976-86.8% | $35,170-94.4% | $17,339-88.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |