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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $145,182 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $118,262 |
Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $50,110 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,500 |
APEX CAPITAL MANAGEMENT1 year Service code 28 · EIN 31-1198068 | Investment Management | $7,589 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 05-0530199 | Investment Management | $6,546 |
Filed as: VAUGHN NELSON INVESTMENTS Service code 28 · EIN 04-3304963 | Investment Management | $6,377 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 3.58% | 16.85%-13.3pp | 5.44%-1.9pp | 11.88%-8.3pp |
| Employer contribution / active EE | $7,853 | $10,313-23.9% | $25,481-69.2% | $14,612-46.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |