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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $34,240 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $9,751 |
SNYDER, DAITZ & CO.3+ years Service code 10 · EIN 23-1436393 | Accounting | $6,250 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 14.67% | 3.14%+11.5pp | 10.53%+4.1pp | 10.21%+4.5pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |