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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $50,000 |
ZENITH AMERICAN SOLUTIONS7 years Service code 14 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Plan Administrator | $49,500 |
BONADIO & CO., LLP9+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $45,750 |
Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $44,174 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 27-3666661 | Actuarial | $38,132 |
Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $29,315 |
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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 4.77% | 14.18%-9.4pp | 20.18%-15.4pp | 9.89%-5.1pp |
| Employer contribution / active EE | $7,922 | $10,771-26.5% | $29,108-72.8% | $14,313-44.7% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |