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: GRAYSTONE CONSLTNG / MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $234,294 |
J W COLE FINANCIAL INC2+ years Filed as: M K COLE Service code 30 · EIN 51-6133048 | Employee (plan) | $78,133 |
FIRST MIDWEST BANK2+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $71,875 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $71,318 |
D SODERQUIST2+ years Service code 14 · EIN 51-6133048 | Plan Administrator | $60,399 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $60,072 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $45,157 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $44,540 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $42,200 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $37,351 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.16% | 3.49%+4.7pp | 4.16%+4.0pp | 7.18%+1.0pp |
| Employer contribution / active EE | $11,686 | $11,083+5.4% | $29,966-61.0% | $13,095-10.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |