Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 · EIN 26-4310632 | Investment Management | $158,875 |
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $49,595 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,300 |
COMPLETE PAYROLL PROCESSING3+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $9,589 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.73% | 10.93%+1.8pp | 10.16%+2.6pp | 13.95%-1.2pp |
| Employer contribution / active EE | $3,681 | $10,209-63.9% | $33,192-88.9% | $16,598-77.8% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |