Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PREMIER ACTUARIAL SOLUTIONS2+ years Service code 11 · EIN 26-1722072 20 WEST KINZIE STREET, 17TH FLOOR · CHICAGO, IL 60654 | Actuarial | $20,850 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $19,715 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 12.18% | 11.07%+1.1pp | 9.35%+2.8pp | 13.95%-1.8pp |
| Employer contribution / active EE | $11,264 | $14,286-21.2% | $25,504-55.8% | $16,598-32.1% |
| Participant deferral / active EE | $1,507 | $1,617-6.8% | $1,066+41.3% | $511+194.8% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |