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 BARNEY2+ years Service code 27 · EIN 13-2518466 | Advisory (Plan) | $83,382 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $42,753 |
SANDFORD BAUMEISTER & FRAZIER2+ years Service code 10 · EIN 20-8121297 | Accounting | $19,300 |
FEDERAL INSURANCE COMPANY2+ years Service code 22 · EIN 13-1963496 | Insurance Broker | $15,766 |
ERISA SERVICES, INC.2+ years Filed as: ERISA ADMINISTRATORS Service code 15 · EIN 75-2915587 | Recordkeeping | $15,000 |
CONNER & WINTERS2+ years Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $14,550 |
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.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.54% | 11.78%-2.2pp | 8.32%+1.2pp | 23.90%-14.4pp |
| Employer contribution / active EE | $4,815 | $11,309-57.4% | $30,793-84.4% | $16,539-70.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |