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 BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $1,233,860 |
PRIVATE ADVISORS LLC6+ years Service code 28 · EIN 54-1886751 | Investment Management | $794,106 |
FOUNDRY PARTNERS6+ years Service code 28 · EIN 46-1184506 | Investment Management | $765,882 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $718,052 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL INVESTMENT Service code 28 · EIN 26-0319356 | Investment Management | $596,863 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $458,122 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $316,994 |
WEINBERG, ROGER & ROSENFELD6+ years Service code 29 · EIN 94-2458080 | Legal | $292,148 |
MCMORGAN & COMPANY LLC3 years Filed as: MCMORGAN AND COMPANY, LLC Service code 28 · EIN 94-1650768 | Investment Management | $282,160 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $248,346 |
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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 13.52% | 5230.06%-5216.5pp | 7.48%+6.0pp | 5230.06%-5216.5pp |
| Employer contribution / active EE | $18,453 | $10,491+75.9% | $39,603-53.4% | $10,491+75.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $172-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |