Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 28 · EIN 26-4310632 | Investment Management | $112,758 |
BPAS5+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $41,570 |
BONADIO & CO., LLP5+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,050 |
COMPLETE PAYROLL PROCESSING5+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $10,238 |
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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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 17.74% | 12.96%+4.8pp | 20.73%-3.0pp | 16.32%+1.4pp |
| Employer contribution / active EE | $10,140 | $12,913-21.5% | $36,503-72.2% | $17,007-40.4% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |