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 BARNEY6 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 | Securities Custodian | $48,116 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $39,223 |
ASSOCIATED ADMINISTRATORS, LLC9+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $22,947 |
ABATO, RUBENSTEIN & ABATO6 years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $18,394 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $8,408 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 13.25% | 9.74%+3.5pp | 12.68%+0.6pp | 9.89%+3.4pp |
| Employer contribution / active EE | $5,694 | $15,597-63.5% | $41,609-86.3% | $14,313-60.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |