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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $70,054 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $20,982 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 | Legal | $13,356 |
UNITED ACTUARIAL SERVCIES1+ years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $11,800 |
YURCHYK & DAVIS CPA'S, INC.1+ years Service code 10 · EIN 34-1638235 | Accounting | $8,000 |
PBGC PREMIUM1+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $5,174 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -4.24% | 3.12%-7.4pp | 4.16%-8.4pp | 4.56%-8.8pp |
| Employer contribution / active EE | $7,680 | $10,957-29.9% | $29,966-74.4% | $15,526-50.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |