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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $132,822 |
Service code 13 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $56,412 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $42,913 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT, LLC. Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $22,648 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $21,300 |
Service code 19 30 N LASALLE ST · CHICAGO, IL 60602 | Securities Custodian | $7,165 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 6.82% | 9.00%-2.2pp | 8.93%-2.1pp | 8.25%-1.4pp |
| Employer contribution / active EE | $9,909 | $14,409-31.2% | $26,306-62.3% | $18,668-46.9% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |