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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $38,577 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $15,449 |
SNYDER, DAITZ & CO.1+ years Service code 10 · EIN 23-1436393 | Accounting | $5,900 |
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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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -4.04% | -6.67%+2.6pp | -2.90%-1.1pp | -2.16%-1.9pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |