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 BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $174,746 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 | Contract Administrator | $123,024 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $80,667 |
INVESCO2 years Filed as: INVESCO ADVISERS Service code 28 · EIN 58-1707262 | Investment Management | $62,937 |
VENABLE LAW FIRM2 years Service code 29 · EIN 59-1824867 | Legal | $37,237 |
PLUMBERS LOCAL UNION NO. 6902 years Filed as: PLUMBERS AND PIPEFITTERS LOCAL 123 Service code 49 3601 MCINTOSH RD · DOVER, FL 33527 | Other Services | $26,351 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $24,730 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $15,282 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $11,534 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISERS Service code 28 · EIN 13-3257590 | Investment Management | $8,872 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.54% | 7.15%+3.4pp | 20.18%-9.6pp | 37.74%-27.2pp |
| Employer contribution / active EE | $11,805 | $13,270-11.0% | $29,108-59.4% | $15,788-25.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |