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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 36-3145972 | Advisory (Plan) | $263,883 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $105,589 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $77,809 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $76,760 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO., L Service code 28 · EIN 30-0027188 | Investment Management | $75,463 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $57,938 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
MICHAEL J. TOBIN, ESQ.2+ years Service code 22 · EIN 16-1523639 | Insurance Broker | $40,034 |
MDT ADVISORS2+ years Service code 28 · EIN 94-3267050 | Investment Management | $33,064 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $24,738 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.73% | 13.03%+0.7pp | 10.36%+3.4pp | 23.90%-10.2pp |
| Employer contribution / active EE | $13,787 | $15,779-12.6% | $37,738-63.5% | $16,539-16.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |