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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Investment Management | $162,151 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $48,000 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $15,500 |
MACALA & PIATT, LLC4+ years Filed as: MACALA & PIATT, LLC. Service code 29 · EIN 34-1933033 | Legal | $11,310 |
YURCHYK & DAVIS CPA'S, INC.4+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 29 · EIN 34-1638235 | Legal | $9,900 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 3.71% | 11.52%-7.8pp | 10.56%-6.9pp | 16.32%-12.6pp |
| Employer contribution / active EE | $10,701 | $11,821-9.5% | $30,197-64.6% | $17,007-37.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |