Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PREMIER ACTUARIAL SOLUTIONS1+ years Service code 11 · EIN 26-1722072 200 WEST MADISON STREET · CHICAGO, IL 60606 | Actuarial | $22,225 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $15,871 |
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 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 3.38% | 3.06%+0.3pp | 1.69%+1.7pp | 11.88%-8.5pp |
| Employer contribution / active EE | $10,098 | $10,157-0.6% | $24,295-58.4% | $14,612-30.9% |
| Participant deferral / active EE | $1,468 | $1,282+14.5% | $1,031+42.4% | $518+183.1% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |