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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $467,614 |
MILLIMAN, INC.6+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $85,131 |
L. 363 JAT R.E. CORP.6+ years Service code 50 · EIN 13-3765269 | Direct Payment | $19,397 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $18,090 |
Filed as: ARCHER BYINGTON & LEVINE LLP Service code 29 · EIN 26-0873462 | Legal | $8,128 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $7,000 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 14.63% | 6.41%+8.2pp | 8.01%+6.6pp | 11.45%+3.2pp |
| Employer contribution / active EE | $12,243 | $11,592+5.6% | $29,475-58.5% | $17,219-28.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |