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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $88,975 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $40,551 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 20-1935452 | Contract Administrator | $36,000 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 | Legal | $18,759 |
ANDERSON & REED, LLP5 years Filed as: ANDERSON & REED,LLP Service code 10 · EIN 54-0617257 | Accounting | $9,800 |
Filed as: BARATZ & ASSOCIATES Service code 10 | Accounting | $8,450 |
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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 | $24,265-100.0% | $186,703-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 9.3%-9.3pp |
| Annual return | 158.71% | 13.56%+145.2pp | 8.93%+149.8pp | 9.76%+149.0pp |
| Employer contribution / active EE | $8,845 | $9,796-9.7% | $26,306-66.4% | $12,965-31.8% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,041-100.0% | $4,785-100.0% |