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 BARNEY3+ years Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $85,272 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $32,412 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $25,330 |
BEINS, AXELROD P.C.1 year Filed as: BEINS, AXELROD, P.C. Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Legal | $18,737 |
Service code 15 · EIN 52-0269315 200 S. LEE ST. · CUMBERLAND, MD 21502 | Recordkeeping | $12,304 |
PHOENIX INNOVATE3+ years Filed as: THE PHOENIX BENEFITS GROUP, INC. Service code 11 · EIN 20-0294810 4232 BROWNSVILLE RD · PITTSBURGH, PA 15222 | Actuarial | $12,278 |
Filed as: PRUDENTIAL RETIRMENT INS. & ANN. CO Service code 23 · EIN 06-1050034 280 TRUMBULL ST. · HARTFORD, CT 06103 | Insurance services | $10,621 |
SKYBRIDGE MUL-AD SER G1 year Filed as: SKYBRIDGE MULTI-ADVISOR SER G Service code 49 · EIN 05-1043275 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 12.94% | 11.16%+1.8pp | 10.36%+2.6pp | 10.41%+2.5pp |
| Employer contribution / active EE | $3,673 | $16,610-77.9% | $37,738-90.3% | $14,691-75.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |