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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.4+ years Service code 11 · EIN 76-0551734 | Actuarial | $55,795 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $51,457 |
AMERICAN FUNDS3 years Service code 49 · EIN 95-1411037 | Other Services | $5 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
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Annual investment return 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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -7.37% | -4.17%-3.2pp | -61.72%+54.3pp | 10.56%-17.9pp |
| Employer contribution / active EE | $15,132 | $16,396-7.7% | $47,703-68.3% | $13,643+10.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |