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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 |
| Actuary | Schedule | Address, phone |
|---|---|---|
James Koci Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.