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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $228,309 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $148,645 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $56,339 |
EASTMAN & SMITH LTD1 year Service code 11 | Actuarial | $32,487 |
REHMANN ROBSON4+ years Filed as: REHMANN ROBSON LLC Service code 11 · EIN 38-3635706 | Actuarial | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -8.08% | -0.95%-7.1pp | -0.67%-7.4pp | -0.69%-7.4pp |
| Employer contribution / active EE | $18,493 | $18,555-0.3% | $31,731-41.7% | $16,786+10.2% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |