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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $233,248 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 522 FIFTH AVENUE · NEW YORK, NY 10036 | Investment Management | $187,920 |
Filed as: FIRST STATE BANK Service code 21 24300 LITTLE MACK · ST. CLAIR SHORES, MI 48080 | Bank Trustee | $71,663 |
GREENSHADES SOFTWARE1 year Service code 49 · EIN 20-5814684 | Other Services | $5,706 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 11.18% | 10.39%+0.8pp | 337.46%-326.3pp | 10.41%+0.8pp |
| Employer contribution / active EE | $66,538 | $10,969+506.6% | $20,191+229.5% | $14,691+352.9% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |