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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $80,938 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $64,940 |
JEANNINE FUCCI7 years Service code 30 · EIN 22-6171374 | Employee (plan); Direct payment from ... | $38,249 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $25,306 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 | Investment Management | $15,523 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACY BRAUN ASSOCIATES, INC. Service code 28 · EIN 13-2889432 | Investment Management | $12,957 |
BAHL & GAYNOR7 years Filed as: BAHL & GAYNOR INC Service code 28 | Investment Management | $8,510 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $7,604 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 28 | Investment Management | $5,196 |
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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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 15.81% | 8.01%+7.8pp | 8.34%+7.5pp | 7.65%+8.2pp |
| Employer contribution / active EE | $16,864 | $20,177-16.4% | $30,790-45.2% | $20,582-18.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |