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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $51,871 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,333 |
LIFETIME BENEFIT SOLUTIONS4+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $15,660 |
ROBERT PIZZO, ESQ.4+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $7,400 |
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 | $88,515-100.0% | $162,177-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 87.6%-87.6pp | 71.3%-71.3pp |
| Annual return | 1.52% | 27.04%-25.5pp | 115.60%-114.1pp | 378.56%-377.0pp |
| Employer contribution / active EE | $2,350 | $3,563-34.1% | $5,613-58.1% | $2,148+9.4% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |