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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $179,050 |
Service code 13 · EIN 34-1337680 | Contract Administrator | $70,083 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $54,854 |
Service code 29 · EIN 34-4439491 | Legal | $53,332 |
HUNTINGTON INSURANCE3 years Service code 23 37 W. BROAD ST. · COLUMBUS, OH 43215 | Insurance services | $18,297 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $13,500 |
Filed as: INTERNATIONAL FOUNDATION Service code 65 · EIN 39-1034021 | Account Maintenance | $5,625 |
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Employer contribution per participant 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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 8.44% | 11.01%-2.6pp | 8.10%+0.3pp | 7.65%+0.8pp |
| Employer contribution / active EE | $5,580 | $13,413-58.4% | $28,649-80.5% | $20,582-72.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |