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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $117,136 |
DORIS ECHEGUREN8+ years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $93,544 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $52,845 |
CALIBRE CPA GROUP PLLC6 years Service code 50 · EIN 47-0900880 | Direct Payment | $51,517 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $34,860 |
CHRISTINA MADERICH7 years Service code 30 · EIN 11-6170655 | Employee (plan) | $28,414 |
KELLIANNE MCINNIS1 year Service code 30 · EIN 11-6170655 | Employee (plan) | $26,774 |
BARBARA GILL5 years Filed as: BARBARA THOMPSON Service code 30 · EIN 11-6170655 | Employee (plan) | $25,669 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | 4.66% | 93.59%-88.9pp | 22.50%-17.8pp | 39.82%-35.2pp |
| Employer contribution / active EE | $2,580 | $17,832-85.5% | $33,849-92.4% | $19,980-87.1% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |