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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $225,135 |
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $177,917 |
KATHLEEN RZEPLINSKI2+ years Filed as: KATHLEEN SWEENEY MECK Service code 30 · EIN 15-0612437 | Employee (plan) | $136,104 |
BISCEGLIE & DEMARCO, LLC1 year Service code 29 · EIN 20-4081729 | Legal | $119,050 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $101,379 |
SHAWN D. MEYERS2+ years Service code 30 · EIN 15-0612437 | Employee (plan) | $70,561 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $63,385 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $52,381 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $42,670 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $35,961 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 7.09% | 11.50%-4.4pp | 337.46%-330.4pp | 23.90%-16.8pp |
| Employer contribution / active EE | $5,349 | $12,608-57.6% | $20,191-73.5% | $16,539-67.7% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |