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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $445,386 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $87,400 |
ESLER & VANDERSCHAAFF CO., L.P.A1+ years Filed as: ESLER & VANDERSCHAAFF CO., L.P.A.. Service code 29 · EIN 31-1399107 | Legal | $43,324 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities) | $22,168 |
BRADY, WARE & SCHOENFELD, INC.1+ years Filed as: BRADY WARE Service code 10 · EIN 35-1476702 | Accounting | $11,400 |
SMS RETIREMENT1+ years Service code 11 · EIN 31-1140818 | Actuarial | $5,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | -73.67% | 12.39%-86.1pp | 20.73%-94.4pp | 13.59%-87.3pp |
| Employer contribution / active EE | $79,461 | $14,456+449.7% | $36,503+117.7% | $14,592+444.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |