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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $523,139 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $174,539 |
BISCEGLIE & DEMARCO, LLC2 years Service code 29 · EIN 20-4081729 | Legal | $159,282 |
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $102,458 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $71,980 |
SHAWN D. MEYERS3+ years Service code 30 · EIN 15-0612437 | Employee (plan) | $71,757 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 49 · EIN 16-1120588 | Other Services | $56,673 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $49,185 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $44,005 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $26,688 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 5.71% | -1.21%+6.9pp | -0.41%+6.1pp | 0.19%+5.5pp |
| Employer contribution / active EE | $15,033 | $10,104+48.8% | $15,396-2.4% | $13,763+9.2% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |