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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $33,354 |
BOLTON PARTNERS, INC.5 years Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 9000 MIDLANTIC DR. 100 · MT. LAUREL, NJ 08054 | Actuarial | $19,440 |
UHY LLP3 years Filed as: UHY ADVISORS Service code 14 · EIN 14-1555429 | Plan Administrator | $15,600 |
HOLM & O'HARA8+ years Filed as: HOLM & O'HARA LLP Service code 29 · EIN 13-3591118 | Legal | $9,700 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $8,100 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -17.63% | -3.51%-14.1pp | -5.12%-12.5pp | -5.25%-12.4pp |
| Employer contribution / active EE | $1,957 | $11,313-82.7% | $31,020-93.7% | $15,161-87.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |