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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $125,441 |
LAZARD ASSET MANAGEMENT3+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $105,678 |
URDA PROFESSIONAL CORPORATION3+ years Service code 29 · EIN 35-6269273 | Legal | $96,625 |
STRONG CAPITAL MANAGEMENT3+ years Service code 27 · EIN 39-1213042 | Advisory (Plan) | $73,567 |
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-2600875 | Accounting | $52,311 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL INVESTMENT Service code 27 · EIN 26-3165863 | Advisory (Plan) | $47,655 |
CHEIRON1 year Filed as: CHEIRON , INC. Service code 11 · EIN 13-4215617 | Actuarial | $43,375 |
Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 27 · EIN 27-2990431 | Advisory (Plan) | $37,623 |
FOUNDRY PARTNERS3+ years Service code 27 · EIN 46-1184506 | Advisory (Plan) | $35,121 |
AMALGA TRUST3+ years Filed as: AMALGA TRUST COMPANY, INC. Service code 19 · EIN 36-9721895 | Securities Custodian | $33,953 |
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 4.10% | 4.25%-0.1pp | -752.26%+756.4pp | 0.19%+3.9pp |
| Employer contribution / active EE | $8,051 | $11,906-32.4% | $31,802-74.7% | $13,763-41.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |