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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $237,197 |
NICOLE BRAKER7+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $78,945 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,798 |
CHRISTINA BARRY6 years Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $58,408 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-1486454 | Securities Custodian | $40,598 |
SLEVIN & HART, P.C.2 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $25,092 |
BONADIO & CO., LLP5 years Service code 10 · EIN 16-1131146 | Accounting | $24,710 |
ERIN IVES3 years Filed as: ERIN RELYEA Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $21,643 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $14,865 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLP Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $12,446 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.05% | 24.46%-10.4pp | 11.08%+3.0pp | 13.24%+0.8pp |
| Employer contribution / active EE | $9,457 | $11,981-21.1% | $28,418-66.7% | $14,616-35.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |