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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $33,062 |
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 | Actuarial | $22,900 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $16,229 |
BRADY, WARE & SCHOENFELD, INC.3+ years Filed as: BRADY WARE Service code 10 · EIN 35-1476702 | Accounting | $13,925 |
Service code 29 · EIN 85-1129130 | Legal | $9,061 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 2.40% | 10.67%-8.3pp | 11.31%-8.9pp | 9.30%-6.9pp |
| Employer contribution / active EE | $0 | $42,039-100.0% | $35,729-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |