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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $267,406 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $48,843 |
Filed as: STURGIS BANK AND TRUST Service code 10 113-125 EAST CHICAGO ROAD · STURGIS, MI 49091 | Accounting | $14,905 |
COMERICA BANK6+ years Filed as: COMERICA BANK & TRUST Service code 19 · EIN 38-2028794 | Securities Custodian | $14,291 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 11.72% | 9.03%+2.7pp | 90.61%-78.9pp | 627.08%-615.4pp |
| Employer contribution / active EE | $0 | $13,843-100.0% | $32,730-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |