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 BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 | Advisory (Plan) | $115,252 |
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $81,476 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST 800 · DENVER, CO 80206 | Investment Management | $53,298 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $41,628 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY GROUP Service code 28 1050 WALNUT ST 210 · BOULDER, CO 80302 | Investment Management | $33,609 |
Filed as: TCW GROUP Service code 28 865 SOUTH FIGUREROA, 1800 · LOS ANGELES, CA 90017 | Investment Management | $33,459 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSITN, TX 78735 | Investment Management | $23,530 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISIS LLC Service code 29 9440 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $22,202 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $17,863 |
Service code 10 · EIN 38-2284921 | Accounting | $14,700 |
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 5.09% | 11.52%-6.4pp | 10.56%-5.5pp | 16.32%-11.2pp |
| Employer contribution / active EE | $21,488 | $11,821+81.8% | $30,197-28.8% | $17,007+26.4% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |