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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $764,802 |
LEGAL & GENERAL INVESTMENT8+ years Service code 28 · EIN 20-8058531 | Investment Management | $387,073 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $129,058 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310632 | Pension Consulting | $46,875 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,763 |
PITTA LLP1 year Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $23,949 |
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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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 9.18% | 9.74%-0.6pp | 12.68%-3.5pp | 9.89%-0.7pp |
| Employer contribution / active EE | $45,678 | $15,597+192.9% | $41,626+9.7% | $14,313+219.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |