Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $213,935 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $85,212 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $71,583 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 | Contract Administrator | $53,543 |
VENABLE LLP1+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $18,000 |
KSDT & CO, LLC.1+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $6,600 |
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 3.58% | 2.79%+0.8pp | 4.16%-0.6pp | 11.88%-8.3pp |
| Employer contribution / active EE | $9,223 | $10,530-12.4% | $29,966-69.2% | $14,612-36.9% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |