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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $27,126 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 9000 MIDLANTIC DR. 100 · MT. LAUREL, NJ 08054 | Actuarial | $19,440 |
Service code 14 2880 ROUTE 9, 2 · VALATIE, NY 12184 | Plan Administrator | $15,720 |
HOLM & O'HARA5+ years Filed as: HOLM & O'HARA LLP Service code 29 3 W. 35TH ST., 9TH FL · NEW YORK, NY 10001 | Legal | $11,842 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $7,972 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 18.03% | 12.80%+5.2pp | 29.77%-11.7pp | 13.59%+4.4pp |
| Employer contribution / active EE | $1,802 | $11,862-84.8% | $33,607-94.6% | $14,592-87.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |