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 28 · EIN 36-3145972 | Investment Management | $392,571 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $259,754 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $243,739 |
Service code 19 · EIN 36-4169967 | Securities Custodian | $76,397 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $41,427 |
Service code 28 · EIN 26-2237421 | Investment Management | $36,001 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,040 |
Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $34,603 |
Filed as: MARTIN CURRIE LIMITED Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $34,463 |
HARTER SECREST & EMERY LLP7+ years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $30,374 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.72% | -8.26%+12.0pp | -5.85%+9.6pp | 2.78%+0.9pp |
| Employer contribution / active EE | $14,977 | $12,543+19.4% | $31,839-53.0% | $15,276-2.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |