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| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP4 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $23,798 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 21 · EIN 26-4310844 | Bank Trustee | $13,761 |
BMO HARRIS BANK NA1 year Service code 21 · EIN 39-2049174 | Bank Trustee | $5,675 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -13.28% | -11.83%-1.4pp | -5.12%-8.2pp | -14.65%+1.4pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |