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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $81,553 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $20,400 |
UNITED ACTUARIAL SERVCIES4+ years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $12,250 |
MACALA & PIATT, LLC4+ years Service code 29 · EIN 34-1933033 | Legal | $9,914 |
YURCHYK & DAVIS CPA'S, INC.4+ years Service code 10 · EIN 34-1638235 | Accounting | $8,600 |
PBGC PREMIUM4+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $5,320 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 7.41% | 10.76%-3.3pp | 10.56%-3.2pp | 13.59%-6.2pp |
| Employer contribution / active EE | $8,317 | $10,184-18.3% | $30,197-72.5% | $14,592-43.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |