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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 26-4310632 | Investment Management | $94,270 |
RWDSU LOCAL 1086 years Service code 12 · EIN 22-1171648 | Plan Administrator; Claims processing | $59,995 |
MILLIMAN, INC.6 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $56,321 |
CARY KANE LLP6 years Service code 29 · EIN 88-1989795 | Legal | $30,740 |
Service code 27 · EIN 13-2889432 | Advisory (Plan) | $30,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $20,780 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
MD SASS6 years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2703405 | Investment Management | $16,240 |
Filed as: SDP PROFESSIONAL SERVICES, LLC Service code 21 4483 POINT SUPERIOR COURT · HOLLAND, MI 49424 | Bank Trustee | $9,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 5.72% | 174.02%-168.3pp | 148.65%-142.9pp | 13.05%-7.3pp |
| Employer contribution / active EE | $0 | $30,823-100.0% | $26,844-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |