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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $34,685 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 9000 MIDLANTIC DR. 100 · MT. LAUREL, NJ 08054 | Actuarial | $19,440 |
UHY LLP1 year Filed as: UHY ADVISORS Service code 14 · EIN 14-1555429 | Plan Administrator | $15,937 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $7,800 |
HOLM & O'HARA6+ years Filed as: HOLM & O'HARA LLP Service code 29 · EIN 13-3591118 | Legal | $7,294 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 7.29% | 9.93%-2.6pp | -2.84%+10.1pp | 9.29%-2.0pp |
| Employer contribution / active EE | $2,178 | $11,565-81.2% | $33,329-93.5% | $15,168-85.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |