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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $26,150 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 2277 STATE HWY 33, 40 · TRENTON, NJ 08690 | Actuarial | $19,440 |
Service code 14 2880 ROUTE 9, 2 · VALATIE, NY 12184 | Plan Administrator | $15,600 |
HOLM & O'HARA4+ years Filed as: HOLM & O'HARA LLP Service code 29 3 W. 35TH ST., 9TH FL · NEW YORK, NY 10001 | Legal | $9,356 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $7,672 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -9.16% | -2.83%-6.3pp | 12.68%-21.8pp | 10.56%-19.7pp |
| Employer contribution / active EE | $1,744 | $11,770-85.2% | $22,860-92.4% | $13,643-87.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |