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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $150,035 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $42,469 |
COMERICA BANK10+ years Filed as: COMERICA BANK & TRUST Service code 19 · EIN 38-2028794 | Securities Custodian | $13,650 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 4.09% | 8.12%-4.0pp | 9.82%-5.7pp | 8.21%-4.1pp |
| Employer contribution / active EE | $8,897 | $16,766-46.9% | $30,322-70.7% | $13,841-35.7% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |