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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Investment Management | $150,832 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $48,000 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT, LLC. Service code 29 · EIN 34-1933033 | Legal | $19,248 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $15,800 |
PBGC PREMIUM1+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $10,972 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 29 · EIN 34-1638235 | Legal | $9,200 |
ROMOLO & ASSOCIATES1+ years Service code 10 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $6,029 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -3.23% | 2.79%-6.0pp | 4.16%-7.4pp | 11.88%-15.1pp |
| Employer contribution / active EE | $8,801 | $10,530-16.4% | $29,966-70.6% | $14,612-39.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |