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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 200 PUBLIC SQUARE 2600 · CLEVELAND, OH 44114 | Advisory (Plan) | $78,567 |
UNITED ACTUARIAL SERVCIES5+ years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 | Actuarial | $21,599 |
STEWART C. MILLER & CO., INC.5+ years Filed as: STEWART C. MILLER & CO. Service code 13 · EIN 34-1820020 | Contract Administrator | $20,400 |
MACALA & PIATT, LLC5+ years Service code 29 · EIN 34-1933033 | Legal | $10,632 |
YURCHYK & DAVIS CPA'S, INC.5+ years Service code 10 · EIN 34-1638235 | Accounting | $8,600 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 1700 W LUTHY DR STE A · PEORIA, IL 61615 | Accounting | $6,549 |
PBGC PREMIUM5+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $5,800 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | -0.94% | 9.38%-10.3pp | 8.01%-9.0pp | 9.29%-10.2pp |
| Employer contribution / active EE | $8,044 | $9,605-16.3% | $29,475-72.7% | $15,168-47.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |