Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 · EIN 26-4310632 | Investment Management | $185,226 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $79,240 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,250 |
COMPLETE PAYROLL PROCESSING2+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $7,833 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.73% | 45.66%-41.9pp | 5.00%-1.3pp | 11.88%-8.1pp |
| Employer contribution / active EE | $5,747 | $9,637-40.4% | $35,918-84.0% | $14,612-60.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |