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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $133,246 |
UMR10+ years Service code 13 · EIN 39-1995276 230 LEXINGTON GREEN CIR · LEXINGTON, KY 40503 | Contract Administrator | $39,958 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $12,000 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORNE CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL,STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $12,000 |
GENESIS ASSET MANAGERS LLP7 years Filed as: GENESIS BENEFIT SOLUTIONS INC Service code 17 7007 GRAHAM RD. 208 · INDIANAPOLIS, IN 46220 | Pension Consulting | $5,439 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $3,470 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.87% | 11.08%-0.2pp | 8.10%+2.8pp | 8.76%+2.1pp |
| Employer contribution / active EE | $7,770 | $13,910-44.1% | $28,649-72.9% | $16,664-53.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |