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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY & CO. INC. Service code 27 · EIN 13-2655998 | Advisory (Plan) | $53,214 |
BOSTON PARTNERS1 year Filed as: BOSTON FINANCIAL DATA SERVICES, INC Service code 15 · EIN 04-2526037 | Recordkeeping | $46,951 |
COHNREZNICK LLP2+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $25,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.86% | 5.09%-3.2pp | 5.00%-3.1pp | 7.18%-5.3pp |
| Employer contribution / active EE | $398 | $7,393-94.6% | $35,918-98.9% | $13,095-97.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |