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 21 · EIN 13-5674085 | Bank Trustee | $63,194 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 | Bank Trustee | $61,850 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $40,400 |
BECHER DELLA TORRE GITTO & CO.1+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $18,800 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 51 · EIN 13-5581829 | Investment Mgmt Fees | $17,425 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 17 · EIN 30-0192194 | Pension Consulting | $13,500 |
FIRST STATE TRUST COMPANY1+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $6,993 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 1.59% | 3.06%-1.5pp | 1.69%-0.1pp | 11.88%-10.3pp |
| Employer contribution / active EE | $3,150 | $10,157-69.0% | $24,295-87.0% | $14,612-78.4% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |