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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $252,885 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Filed as: ASHER,GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $68,640 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $59,079 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER CO, INC. Service code 13 · EIN 35-1820020 | Contract Administrator | $47,115 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $41,874 |
FIRST STATE TRUST COMPANY3+ years Service code 15 · EIN 13-3124172 | Recordkeeping | $28,091 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.30% | 11.78%+2.5pp | 8.32%+6.0pp | 23.90%-9.6pp |
| Employer contribution / active EE | $8,830 | $11,309-21.9% | $30,793-71.3% | $16,539-46.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |