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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $224,115 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $56,880 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER CO, INC. Service code 13 · EIN 35-1820020 | Contract Administrator | $51,529 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $35,700 |
FIRST STATE TRUST COMPANY2+ years Service code 15 · EIN 13-3124172 | Recordkeeping | $24,125 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER,GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $20,091 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.12% | 3.49%+2.6pp | 4.16%+2.0pp | 7.18%-1.1pp |
| Employer contribution / active EE | $8,343 | $11,083-24.7% | $29,966-72.2% | $13,095-36.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |