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 Filed as: MORGAN STANLEY Service code 27 1 PENN PLAZA · NEW YORK, NC 10119 | Advisory (Plan) | $75,836 |
RELIANCE TRUST COMPANY6+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $73,655 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 11 · EIN 04-2530412 | Actuarial | $24,788 |
STATE STREET GLOBAL ADVISORS5 years Filed as: DEUTSCHE BANK Service code 27 60 WALL STREET · NEW YORK, NY 10005 | Advisory (Plan) | $3,340 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 13.01% | -14.68%+27.7pp | -2.84%+15.8pp | 259.17%-246.2pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |