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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $67,106 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $50,500 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $46,400 |
LORD ABBETT2 years Filed as: LORD ABBETT & CO., LLC Service code 28 · EIN 13-5620131 | Investment Management | $40,315 |
ATALANTA SOSNOFF9+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $31,915 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $21,436 |
SYNTONIC SYSTEMS, INC.9+ years Filed as: SYNTONIC SYSTEMS, INC Service code 49 · EIN 13-2925049 | Other Services | $16,315 |
WILLIAM MARTIN9+ years Service code 20 · EIN 22-6174132 | Direct payment from the plan; Trustee... | $15,750 |
THE SEGAL COMPANY9+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $13,354 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 17.07% | 7.29%+9.8pp | 8.10%+9.0pp | 8.21%+8.9pp |
| Employer contribution / active EE | $12,421 | $9,759+27.3% | $28,649-56.6% | $13,841-10.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |