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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $158,755 |
Filed as: ROOFERS LOCAL #22 WELFARE FUND Service code 49 · EIN 23-7381527 | Other Services | $127,811 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $43,759 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $29,500 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $26,300 |
ROBERT PIZZO, ESQ.10+ years Service code 29 · EIN 82-0553395 | Legal | $14,000 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 5.06% | 8.65%-3.6pp | 9.03%-4.0pp | 10.20%-5.1pp |
| Employer contribution / active EE | $5,617 | $14,388-61.0% | $26,284-78.6% | $15,145-62.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |