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 |
|---|---|---|
Service code 49 · EIN 16-0821557 | Other Services | $311,757 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $179,337 |
AMERICAN REALTY ADVISORS9 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $152,644 |
Filed as: KARPUS INVESTMENT Service code 28 · EIN 16-1290558 | Investment Management | $136,434 |
SEG PARTNERS LTD.5 years Service code 28 · EIN 02-1181229 | Investment Management | $82,758 |
O'SULLIVAN ASSOCIATES5 years Service code 17 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Pension Consulting | $73,817 |
MANNING & NAPIER10+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $68,839 |
GCM GROSVENOR7 years Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $68,634 |
POLEN CAPITAL4 years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $66,745 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $61,177 |
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.38% | 9.12%+0.3pp | 9.57%-0.2pp | 10.77%-1.4pp |
| Employer contribution / active EE | $8,143 | $14,150-42.5% | $26,706-69.5% | $15,292-46.7% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |