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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $237,745 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $62,254 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER CO, INC. Service code 13 · EIN 35-1820020 | Contract Administrator | $50,140 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $35,000 |
FIRST STATE TRUST COMPANY1+ years Service code 15 · EIN 13-3124172 | Recordkeeping | $23,034 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER,GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $15,265 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.83% | 0.68%-1.5pp | -1.61%+0.8pp | -0.60%-0.2pp |
| Employer contribution / active EE | $7,946 | $10,568-24.8% | $30,840-74.2% | $12,272-35.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |