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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 21 · EIN 26-4310632 31 WEST 52ND STREET, 23RD FLOOR · NEW YORK, NY 10019 | Bank Trustee | $166,836 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY Service code 28 · EIN 26-6910306 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $119,990 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $75,350 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 28 · EIN 26-4310632 31 WEST 52ND STREET, 23RD FLOOR · NEW YORK, NY 10019 | Investment Management | $75,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INST RETIREMENT Service code 15 · EIN 94-1347393 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Recordkeeping | $46,880 |
BEDERSON LLP1+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Accounting | $43,650 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 ONE BOSTON PLACE 024-0241 · BOSTON, MA 02108 | Investment Management | $31,212 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $452,427-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.9%-86.9pp | - |
| Annual return | 8.71% | 2.76%+6.0pp | 124.80%-116.1pp | 2.76%+6.0pp |
| Employer contribution / active EE | $6,768 | $8,136-16.8% | $24,835-72.7% | $8,136-16.8% |
| Participant deferral / active EE | $0 | $2,061-100.0% | $5,751-100.0% | $2,061-100.0% |
| Admin fee / account holder | $0 | $0 | $36,930-100.0% | - |