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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $56,237 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1666823 | Actuarial | $43,560 |
MCNEES WALLACE & NURICK2+ years Filed as: MCNEES WALLACE AND NURICK Service code 29 570 LAUSCH LANE · LANCASTER, PA 176013057 | Legal | $16,500 |
BMO HARRIS BANK NA2+ years Filed as: BMO RETIREMENT SERVICES Service code 13 · EIN 36-2085229 | Contract Administrator | $12,893 |
TROUT EBERSOLE & GROFF LLP2+ years Filed as: TROUT EBERSOLE & GROFF Service code 10 · EIN 23-1551315 | Accounting | $10,375 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 | Other services; Securities brokerage;... | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 15 · EIN 36-3145972 | Recordkeeping | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 5.10% | 4.23%+0.9pp | 3.97%+1.1pp | 4.56%+0.5pp |
| Employer contribution / active EE | $96,736 | $16,147+499.1% | $28,168+243.4% | $15,526+523.1% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |