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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Investment Management | $160,602 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $48,000 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATT, LLC. Service code 29 · EIN 34-1933033 | Legal | $19,336 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $16,700 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 29 · EIN 34-1638235 | Legal | $9,800 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 7.42% | 1.05%+6.4pp | -752.26%+759.7pp | -0.69%+8.1pp |
| Employer contribution / active EE | $9,524 | $11,363-16.2% | $31,802-70.1% | $16,786-43.3% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |