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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $146,848 |
CHRISTINA BARRY8 years Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $87,922 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $83,023 |
DEBRA CAVEY2 years Filed as: DEBRA BENNETT Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $63,600 |
WILMINGTON TRUST3 years Service code 19 · EIN 16-1486454 | Securities Custodian | $45,368 |
HGK1 year Filed as: HGK TRINITY STREET INT EQUITY FUND Service code 28 525 WASHINGTON BLVD. · JERSEY CITY, NY 07310 | Investment Management | $40,979 |
Service code 49 70 HILLTOP RD 1003 · RAMSEY, NJ 07446 | Other Services | $36,709 |
SLEVIN & HART, P.C.4 years Service code 29 1300 CONNECTICUT AVENUE, N.W., SUIT · WASHINGTON, DC 20036 | Legal | $36,085 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 | Accounting | $24,957 |
Filed as: ARCARA ZUCARELLI & LENDA, CPA Service code 10 · EIN 47-1793720 | Accounting | $18,009 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 15.86% | 7.15%+8.7pp | 20.18%-4.3pp | 37.74%-21.9pp |
| Employer contribution / active EE | $11,100 | $13,270-16.4% | $29,108-61.9% | $15,788-29.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |