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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 1603 CARMODY CT, SUITE 301 · SEWICKLEY, PA 15143 | Securities Custodian | $132,472 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 19 · EIN 13-1423090 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $17,341 |
BLACKROCK1 year Service code 49 · EIN 04-6171663 40 EAST 52ND STREET · NEW YORK, NY 10022 | Other Services | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 49 · EIN 95-2632339 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Other Services | $0 |
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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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | 16.08% | 12.78%+3.3pp | 12.93%+3.2pp | 12.16%+3.9pp |
| Employer contribution / active EE | $83,500 | $42,142+98.1% | $35,210+137.1% | $44,747+86.6% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |