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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $164,569 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $154,840 |
AUDIT AND TAX SOLUTIONS1 year Filed as: AUDIT ASSOCIATES INC Service code 10 · EIN 11-3524314 | Accounting | $152,847 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $131,544 |
Filed as: JOHNSTON IE GROUP TRUST Service code 28 · EIN 13-3257590 | Investment Management | $124,234 |
Service code 28 · EIN 41-1460668 | Investment Management | $106,919 |
GAMCO ASSET MANAGEMENT1 year Service code 28 · EIN 13-4044521 | Investment Management | $100,057 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $78,575 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $75,530 |
Filed as: LERNER LAW FIRM & ASSOCIATES PC Service code 29 · EIN 27-3629002 | Legal | $65,331 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 10.12% | 6.13%+4.0pp | 4.74%+5.4pp | 9.19%+0.9pp |
| Employer contribution / active EE | $15,633 | $10,206+53.2% | $36,089-56.7% | $12,608+24.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |