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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $224,857 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $140,627 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $30,013 |
Service code 10 · EIN 47-0900880 | Accounting | $20,969 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES LACCAINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $20,814 |
COSTAROTHBORT LLC2+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $16,513 |
ERIC OLYNIK2+ years Service code 30 · EIN 11-3310059 | Direct payment from the plan; Employe... | $15,000 |
Filed as: P&B ASSOC. SEC. & INVESTIGATIONS Service code 49 1059 EAST 225TH STREET · BRONX, NY 10466 | Other Services | $6,070 |
CLEARWATER ANALYTICS1 year Filed as: CLEARWATER ANALYTICS LLC Service code 28 · EIN 42-1658172 | Investment Management | $5,970 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,185 | $80,354-88.6% | $133,975-93.1% | $63,975-85.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.34% | 13.11%-10.8pp | 29.29%-27.0pp | 48.65%-46.3pp |
| Employer contribution / active EE | $5,259 | $3,503+50.1% | $5,211+0.9% | $2,182+141.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $104 | $69+49.9% | $9,324-98.9% | $70+47.5% |