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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,990 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $116,425 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $30,312 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities) | $29,216 |
BRADY, WARE & SCHOENFELD, INC.3+ years Filed as: BRADY WARE Service code 10 · EIN 35-1476702 | Accounting | $10,700 |
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Annual investment return 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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 7.69% | 10.88%-3.2pp | 9.39%-1.7pp | 13.95%-6.3pp |
| Employer contribution / active EE | $12,438 | $18,458-32.6% | $33,466-62.8% | $16,598-25.1% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |