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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $179,956 |
Filed as: FIRST ACTUARIAL CONSULTING, INC Service code 11 · EIN 26-3842522 | Actuarial | $61,250 |
FITZSIMMONS ABRAMS, LLP1 year Service code 10 · EIN 13-2858927 | Accounting | $33,000 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $30,000 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $25,270 |
MICHAEL J. COMERFORD, P.C.3 years Service code 29 · EIN 11-3297085 | Legal | $16,000 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.52% | 11.08%-1.6pp | 8.10%+1.4pp | 8.76%+0.8pp |
| Employer contribution / active EE | $8,775 | $13,910-36.9% | $28,649-69.4% | $16,664-47.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |