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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 270 PARK AVENUE · NEW YORK, NY 10017 | Bank Trustee | $183,225 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 500 FIFTH AVENUE, SUITE 2520 · NEW YORK, NY 10110 | Investment Management | $96,850 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 1001 LAKESIDE AVENUE, SUITE 1900 · CLEVELAND, OH 441141306 | Actuarial | $89,078 |
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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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.97% | 9.41%-4.4pp | 5.00%0pp | 9.19%-4.2pp |
| Employer contribution / active EE | $3,289 | $8,353-60.6% | $35,918-90.8% | $12,608-73.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |