Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 26-4310632 | Investment Management | $94,513 |
BPAS6+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $49,755 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,250 |
COMPLETE PAYROLL PROCESSING6+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $10,356 |
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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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 10.27% | 9.03%+1.2pp | 90.61%-80.3pp | 627.08%-616.8pp |
| Employer contribution / active EE | $4,878 | $13,843-64.8% | $32,730-85.1% | $18,824-74.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |