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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $151,702 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $141,620 |
BERNADINE MAGNEY1+ years Service code 30 · EIN 16-0836163 | Employee (plan) | $43,412 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $24,150 |
Service code 10 · EIN 47-1793720 | Accounting | $20,659 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 30 · EIN 16-0905097 | Employee (plan) | $7,177 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -4.95% | 5.13%-10.1pp | 4.74%-9.7pp | 7.18%-12.1pp |
| Employer contribution / active EE | $8,366 | $14,689-43.0% | $36,089-76.8% | $13,095-36.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |