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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 19 · EIN 13-3200244 | Securities Custodian | $243,931 |
Service code 13 · EIN 13-2928869 | Contract Administrator | $162,394 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $107,538 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $73,770 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 26-0516431 | Advisory (Plan) | $51,732 |
RAAB, STURM & GANCHROW, LLP1+ years Service code 29 · EIN 13-1566077 | Legal | $40,045 |
BOND BROTHERS1+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $26,000 |
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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 | $82,591-100.0% | $219,249-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 30.0%-30.0pp | 0.8%-0.8pp |
| Annual return | 0.52% | -0.60%+1.1pp | 1.50%-1.0pp | -0.60%+1.1pp |
| Employer contribution / active EE | $3,320 | $12,272-72.9% | $37,746-91.2% | $12,272-72.9% |
| Participant deferral / active EE | $0 | $416-100.0% | $87-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $0 | $717-100.0% |