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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% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 6.82% | 9.01%-2.2pp | 8.99%-2.2pp | 8.39%-1.6pp |
| Employer contribution / active EE | $9,909 | $13,944-28.9% | $25,171-60.6% | $18,340-46.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |