Filed December 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310844 | Investment Management | $152,636 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $82,214 |
FIRST STATE TRUST COMPANY2 years Service code 13 · EIN 13-3124172 | Contract Administrator | $25,167 |
WEAVER LLP2 years Filed as: BUCHBINDER TUNICK AND COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -6.73% | -2.51%-4.2pp | -102.04%+95.3pp | -0.69%-6.0pp |
| Employer contribution / active EE | $16,804 | $11,346+48.1% | $36,232-53.6% | $16,786+0.1% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |