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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Investment Management | $150,862 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $48,000 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $16,100 |
MACALA & PIATT, LLC2+ years Filed as: MACALA & PIATT, LLC. Service code 29 · EIN 34-1933033 | Legal | $12,381 |
PBGC PREMIUM2+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $11,664 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 29 · EIN 34-1638235 | Legal | $9,500 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.26% | 11.09%-0.8pp | 8.32%+1.9pp | 13.95%-3.7pp |
| Employer contribution / active EE | $8,792 | $10,980-19.9% | $30,793-71.4% | $16,598-47.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |