Filed September 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY/GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $57,592 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 11-3658445 | Investment Management | $50,562 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $38,853 |
AON CONSULTING10+ years Service code 11 · EIN 22-2945469 | Actuarial | $9,605 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | 3.54% | 8.43%-4.9pp | 8.50%-5.0pp | 13.02%-9.5pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |