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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 11 · EIN 85-0833363 | Actuarial | $51,989 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $51,402 |
AMERICAN FUNDS4 years Service code 49 · EIN 95-1411037 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other services; Other commissions; Se... | $0 |
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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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 14.09% | 12.82%+1.3pp | 13.48%+0.6pp | 12.16%+1.9pp |
| Employer contribution / active EE | $42,725 | $49,622-13.9% | $47,067-9.2% | $44,747-4.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |