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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $76,392 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $20,400 |
UNITED ACTUARIAL SERVCIES2+ years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $12,250 |
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 | Legal | $8,813 |
YURCHYK & DAVIS CPA'S, INC.2+ years Service code 10 · EIN 34-1638235 | Accounting | $8,300 |
PBGC PREMIUM2+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $5,076 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 10.19% | 9.14%+1.0pp | 8.32%+1.9pp | 10.41%-0.2pp |
| Employer contribution / active EE | $8,872 | $9,384-5.5% | $30,793-71.2% | $14,691-39.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |