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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $84,162 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $20,400 |
MACALA & PIATT, LLC3+ years Service code 29 · EIN 34-1933033 | Legal | $14,285 |
UNITED ACTUARIAL SERVCIES3+ years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $12,850 |
YURCHYK & DAVIS CPA'S, INC.3+ years Service code 10 · EIN 34-1638235 | Accounting | $8,600 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 9.52% | -2.92%+12.4pp | -752.26%+761.8pp | 10.56%-1.0pp |
| Employer contribution / active EE | $8,365 | $9,485-11.8% | $31,802-73.7% | $13,643-38.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |