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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $215,928 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $138,171 |
Filed as: ESLER & VANDERSCHAAF Service code 29 2912 SPRINGBORO WEST, SUITE 100 · DAYTON, OH 45439 | Legal | $15,156 |
BALESTRA HART & SCHERER4+ years Service code 10 · EIN 31-1423363 | Accounting | $11,312 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 33 | Other fees; Other services; Other com... | $0 |
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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 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | -3.48% | -0.69%-2.8pp | 38.14%-41.6pp | -0.69%-2.8pp |
| Employer contribution / active EE | $24,312 | $16,786+44.8% | $34,245-29.0% | $16,786+44.8% |
| Participant deferral / active EE | $0 | $525-100.0% | $185-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |