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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $24,760 |
BOLTON PARTNERS, INC.2+ 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 | $15,646 |
HOLM & O'HARA2+ years Filed as: HOLM & O'HARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST, 9TH FLOOR · NEW YORK, NY 100012204 | Legal | $12,614 |
Service code 10 · EIN 06-0931761 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $7,962 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 2.56% | 4.69%-2.1pp | 5.44%-2.9pp | 4.56%-2.0pp |
| Employer contribution / active EE | $1,719 | $15,631-89.0% | $25,481-93.3% | $15,526-88.9% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |