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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $92,296 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $89,361 |
MORRIS DAVIS CHAN & TAN LLP4+ years Service code 10 · EIN 94-2214860 | Accounting | $21,508 |
FIRST STATE TRUST COMPANY3 years Service code 12 · EIN 13-3124172 | Claims processing; Trustee (bank, tru... | $11,992 |
Service code 29 · EIN 94-2952627 | Legal | $8,546 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -9.48% | -2.38%-7.1pp | -0.41%-9.1pp | 10.56%-20.0pp |
| Employer contribution / active EE | $22,729 | $9,517+138.8% | $15,396+47.6% | $13,643+66.6% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |