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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $35,430 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $28,309 |
LIFETIME BENEFIT SOLUTIONS1+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $9,037 |
ROBERT PIZZO, ESQ.1+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $5,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | -5.19% | 12.11%-17.3pp | 29.29%-34.5pp | 169.23%-174.4pp |
| Employer contribution / active EE | $2,940 | $3,064-4.0% | $5,211-43.6% | $1,963+49.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |