Filed December 9, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 | Investment Mgmt Fees | $71,747 |
GRAY, GRAY & GRAY8 years Filed as: GRAY, GRAY & GRAY, LLP Service code 10 · EIN 04-2088368 | Accounting | $16,500 |
Service code 11 · EIN 04-2530412 | Actuarial | $14,465 |
MATRIX TRUST COMPANY3 years Filed as: BROADRIDGE MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $6,063 |
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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 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 3.67% | 9.11%-5.4pp | 9.14%-5.5pp | 13.05%-9.4pp |
| Employer contribution / active EE | $36,348 | $46,886-22.5% | $40,523-10.3% | $37,652-3.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |