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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 36-3145972 | Advisory (Plan) | $294,064 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $87,253 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $79,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO., L Service code 28 · EIN 30-0027188 | Investment Management | $77,600 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $72,435 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $51,542 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $50,100 |
MDT ADVISORS1+ years Service code 28 · EIN 94-3267050 | Investment Management | $34,749 |
MICHAEL J. TOBIN, ESQ.1+ years Service code 22 · EIN 16-1523639 | Insurance Broker | $26,897 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $23,519 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -2.89% | 5.13%-8.0pp | 4.74%-7.6pp | 7.18%-10.1pp |
| Employer contribution / active EE | $12,691 | $14,689-13.6% | $36,089-64.8% | $13,095-3.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |