Filed September 6, 2023
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 |
|---|---|---|
Filed as: MORGAN STANLEY/GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $57,592 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 11-3658445 | Investment Management | $50,562 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $38,853 |
AON CONSULTING10+ years Service code 11 · EIN 22-2945469 | Actuarial | $9,605 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 3.54% | 6.89%-3.3pp | 7.17%-3.6pp | 14.18%-10.6pp |
| Employer contribution / active EE | $0 | $31,644-100.0% | $29,386-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |