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 |
|---|---|---|
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $88,975 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $40,551 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 20-1935452 | Contract Administrator | $36,000 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 | Legal | $18,759 |
ANDERSON & REED, LLP5 years Filed as: ANDERSON & REED,LLP Service code 10 · EIN 54-0617257 | Accounting | $9,800 |
Filed as: BARATZ & ASSOCIATES Service code 10 | Accounting | $8,450 |
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 | $24,265-100.0% | $141,811-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 10.4%-10.4pp |
| Annual return | 158.71% | 14.55%+144.2pp | 9.03%+149.7pp | 9.31%+149.4pp |
| Employer contribution / active EE | $8,845 | $9,807-9.8% | $26,284-66.3% | $13,179-32.9% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $940-100.0% | $4,785-100.0% |