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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $206,048 |
CHRISTINA BARRY7 years Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $75,906 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,398 |
DECUSOFT1 year Service code 49 70 HILLTOP RD 1003 · RAMSEY, NJ 07446 | Other Services | $50,752 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $48,455 |
NICOLE BRAKER8+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $47,209 |
DEBRA CAVEY1 year Filed as: DEBRA BENNETT Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $43,200 |
SLEVIN & HART, P.C.3 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $25,737 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $22,054 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $13,986 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.67% | -8.26%-2.4pp | -5.85%-4.8pp | 2.77%-13.4pp |
| Employer contribution / active EE | $10,753 | $12,543-14.3% | $31,839-66.2% | $15,262-29.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |