Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $82,837 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $79,144 |
Service code 10 · EIN 25-1690617 | Accounting | $12,500 |
DEFINITI LLC4 years Filed as: DEFINITI Service code 11 · EIN 82-1667008 | Actuarial | $8,747 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $317,758-100.0% | $310,574-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.9%-43.9pp |
| Annual return | 2.24% | 8.11%-5.9pp | 8.05%-5.8pp | 13.05%-10.8pp |
| Employer contribution / active EE | $0 | $44,186-100.0% | $42,683-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,074-100.0% |