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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $210,984 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 800 EAST 96 ST SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $73,134 |
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 11 · EIN 38-2383171 | Actuarial | $42,194 |
ALLOTTA FARLEY CO LPA3+ years Service code 29 · EIN 34-1316963 | Legal | $20,556 |
SHEET METAL CONTROL BOARD3+ years Filed as: SHEET METAL WORKERS L 33 FRINGE BEN Service code 13 · EIN 34-1398805 | Contract Administrator | $14,593 |
TRAMER SHORE & ZWICK3+ years Service code 10 · EIN 34-1595557 | Accounting | $7,018 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
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 | $27,123 | $221,442-87.8% | $92,240-70.6% | $77,958-65.2% |
| Participation rate | 89.5% | 79.6%+9.9pp | 76.5%+13.0pp | 71.6%+17.8pp |
| Annual return | 14.21% | 15.65%-1.4pp | 176.29%-162.1pp | 20.87%-6.7pp |
| Employer contribution / active EE | $2,319 | $3,226-28.1% | $3,680-37.0% | $2,310+0.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $91 | $210-56.6% | $5,194-98.2% | $97-6.6% |