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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $161,421 |
UMR6+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $42,195 |
THE SEGAL COMPANY6+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR. STE 3500 · CHICAGO, IL 60606 | Investment Management | $13,114 |
OSBORN CARREIRO & ASSOCIATES6+ years Filed as: OSBORNE CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL,STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $12,000 |
SAGE ADVISORY SERVICES4 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $6,776 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $5,105 |
GENESIS ASSET MANAGERS LLP3 years Filed as: GENESIS BENEFIT SOLUTIONS INC Service code 16 7007 GRAHAM RD. 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,004 |
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 | $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 | 12.84% | 6.41%+6.4pp | 8.01%+4.8pp | 11.45%+1.4pp |
| Employer contribution / active EE | $5,876 | $11,592-49.3% | $29,475-80.1% | $17,219-65.9% |
| 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% |