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: GRAYSTONE CONSULTNG/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $281,107 |
J W COLE FINANCIAL INC3 years Filed as: MK COLE Service code 30 · EIN 51-6133048 | Direct payment from the plan; Employe... | $85,023 |
FIRST MIDWEST BANK6+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $83,723 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $80,866 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $78,813 |
P KEENAN3 years Service code 14 · EIN 51-6133048 | Plan Administrator | $58,575 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $47,461 |
FRANKLIN TEMPLETON6+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $46,119 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $43,996 |
O'SULLIVAN ASSOCIATES6+ years Service code 11 · EIN 20-8199367 | Actuarial | $43,450 |
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 | 11.92% | 6.41%+5.5pp | 8.01%+3.9pp | 11.45%+0.5pp |
| Employer contribution / active EE | $11,713 | $11,592+1.0% | $29,475-60.3% | $17,219-32.0% |
| 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% |