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 |
|---|---|---|
Filed as: NORIDIAN BENEFIT PLAN ADMINISTRATOR Service code 13 · EIN 45-0173185 | Contract Administrator | $56,108 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY MANAGED ACCOUNT SER Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $48,295 |
ANDERSON & BOTTRELL4+ years Service code 29 · EIN 45-0428353 | Legal | $36,040 |
LOCAL UNION 3003 years Service code 13 · EIN 41-1902201 | Contract Administrator | $26,478 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 | Accounting | $18,835 |
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 | $53,667 | $56,443-4.9% | $83,830-36.0% | $55,725-3.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -6.43% | 393.67%-400.1pp | 850.97%-857.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,727 | $2,682+39.0% | $3,631+2.6% | $2,078+79.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $294 | $156+88.3% | $5,479-94.6% | $115+155.4% |