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 BARNEY10+ years Service code 19 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $201,287 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 NORTH MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $51,564 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $50,373 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Contract Administrator | $46,853 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $18,600 |
PBGC PREMIUM10+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $13,875 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $5,332 |
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 | 5.87% | 14.55%-8.7pp | 9.03%-3.2pp | 9.31%-3.4pp |
| Employer contribution / active EE | $8,249 | $9,807-15.9% | $26,284-68.6% | $13,179-37.4% |
| 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% |