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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Investment Management | $152,693 |
STEWART C. MILLER & CO., INC.5+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $48,000 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,500 |
PBGC PREMIUM5+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20001 | Other Fees | $12,644 |
MACALA & PIATT, LLC5+ years Filed as: MACALA & PIATT, LLC. Service code 29 · EIN 34-1933033 | Legal | $12,323 |
YURCHYK & DAVIS CPA'S, INC.5+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -2.66% | 6.95%-9.6pp | 8.01%-10.7pp | 627.08%-629.7pp |
| Employer contribution / active EE | $9,858 | $11,635-15.3% | $29,475-66.6% | $18,824-47.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |