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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $294,060 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $127,370 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities) | $31,628 |
BRADY, WARE & SCHOENFELD, INC.2+ years Filed as: BRADY WARE Service code 10 · EIN 35-1476702 | Accounting | $10,300 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $8,273 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 1.29% | 4.08%-2.8pp | 3.97%-2.7pp | 11.88%-10.6pp |
| Employer contribution / active EE | $6,474 | $19,692-67.1% | $28,168-77.0% | $14,612-55.7% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |