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 BARNEY8+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $139,496 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $133,026 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $82,238 |
NATIONAL EMPLOYEE BENEFIT ADMIN8+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 2010 NW 150TH AVE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $40,621 |
VENABLE LLP8+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N 56TH ST, STE 380 · TAMPA, FL 33617 | Legal | $18,740 |
Filed as: JOHN HANCOCK Service code 19 · EIN 01-0233346 164 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Securities Custodian | $12,086 |
KSDT & CO, LLC.8+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $9,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 0.01% | 14.18%-14.2pp | 20.18%-20.2pp | 9.89%-9.9pp |
| Employer contribution / active EE | $16,905 | $10,771+57.0% | $29,108-41.9% | $14,313+18.1% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |