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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $33,314 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $14,974 |
SNYDER, DAITZ & CO.2+ years Service code 10 · EIN 23-1436393 | Accounting | $6,100 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 4.45% | 6.80%-2.3pp | 7.98%-3.5pp | 4.16%+0.3pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |