Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $394,192 |
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $111,849 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $43,739 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $38,087 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN, PROFESSIONAL CORP. Service code 29 · EIN 38-1905521 | Legal | $26,571 |
Service code 10 · EIN 38-2284921 | Accounting | $19,800 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS, INC. Service code 10 · EIN 38-2388845 | Accounting | $10,703 |
ALIGNED PARTNERS TRUST COMPANY1+ years Filed as: ALIGNED PRINCIPAL Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $0 |
Filed as: AMI INVESTMENT MANAGEMENT Service code 28 710 KRUEGER ST · KENDALLVILE, IN 46755 | Investment Management | $0 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 1801 E. 9TH ST, 1400 · CLEVELAND, OH 44114 | Investment Management | $0 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.40% | 79.68%-69.3pp | 16.78%-6.4pp | 23.90%-13.5pp |
| Employer contribution / active EE | $12,831 | $21,735-41.0% | $26,328-51.3% | $16,539-22.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |