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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $113,669 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $36,581 |
FIRST STATE TRUST COMPANY9+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $25,843 |
BPAS9+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $230 |
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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 5.63% | 8.93%-3.3pp | 7.82%-2.2pp | 8.21%-2.6pp |
| Employer contribution / active EE | $29,553 | $10,201+189.7% | $31,823-7.1% | $13,843+113.5% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |