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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,559 |
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $40,000 |
Service code 10 · EIN 38-2954392 | Accounting | $24,000 |
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 10.80% | 8.88%+1.9pp | 9.36%+1.4pp | 9.89%+0.9pp |
| Employer contribution / active EE | $10,196 | $15,976-36.2% | $31,270-67.4% | $14,313-28.8% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |