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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $25,408 |
BOLTON PARTNERS, INC.3+ 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 | $15,768 |
Service code 10 · EIN 06-0931761 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $7,968 |
HOLM & O'HARA3+ years Filed as: HOLM & O'HARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST, 9TH FLOOR · NEW YORK, NY 100012204 | Legal | $6,301 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.75% | 11.14%-0.4pp | 16.78%-6.0pp | 10.41%+0.3pp |
| Employer contribution / active EE | $1,669 | $14,043-88.1% | $26,328-93.7% | $14,691-88.6% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |