Filed December 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310844 | Investment Management | $143,231 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $76,165 |
FIRST STATE TRUST COMPANY4 years Service code 13 · EIN 13-3124172 | Contract Administrator | $22,829 |
WEAVER LLP4 years Filed as: BUCHBINDER TUNICK AND COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $13,000 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE INCOME TRUST Service code 28 · EIN 81-0696966 | Investment Management | $9,000 |
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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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 5.39% | 9.03%-3.6pp | 90.61%-85.2pp | 9.29%-3.9pp |
| Employer contribution / active EE | $28,076 | $14,065+99.6% | $32,730-14.2% | $15,168+85.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |