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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 1603 CARMODY CT, SUITE 301 · SEWICKLEY, PA 15143 | Securities Custodian | $106,299 |
ULLICO3+ 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 | $16,013 |
PIMCO FUNDS2 years 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 | $274,636-100.0% | $247,190-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.1%-43.1pp |
| Annual return | 7.49% | 7.44%0pp | 7.87%-0.4pp | 259.19%-251.7pp |
| Employer contribution / active EE | $111,333 | $36,975+201.1% | $31,784+250.3% | $41,472+168.5% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,502-100.0% |