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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $25,749 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33, STE 40 · TRENTON, NJ 08690 | Actuarial | $19,440 |
Service code 14 · EIN 14-1746505 2880 ROUTE 9, SUITE 2 · VALATIE, NY 12184 | Plan Administrator | $15,600 |
HOLM & O'HARA1+ years Filed as: HOLM & O'HARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST, 9TH FLOOR · NEW YORK, NY 100012204 | Legal | $12,205 |
REYNOLDS & MILLER, CPAS, PLLC1+ years Service code 10 · EIN 26-3942441 4 FRANKLIN SQUARE, STE E · SARATOGA SPRINGS, NY 12866 | Accounting | $6,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -3.37% | -1.73%-1.6pp | -3.43%+0.1pp | -7.14%+3.8pp |
| Employer contribution / active EE | $1,574 | $18,310-91.4% | $25,607-93.9% | $14,613-89.2% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |