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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $166,377 |
Filed as: ROOFERS LOCAL 22 WELFARE FUND Service code 49 · EIN 23-7381527 | Other Services | $103,502 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $40,209 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $38,456 |
HARBRIDGE CONSULTING GROUP, LLC3+ years Service code 11 · EIN 30-0192194 | Actuarial | $24,750 |
ROBERT PIZZO, ESQ.3+ 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.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 8.62% | -1.53%+10.1pp | -2.18%+10.8pp | -0.69%+9.3pp |
| Employer contribution / active EE | $5,417 | $14,498-62.6% | $38,751-86.0% | $16,786-67.7% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |