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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $299,354 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $79,086 |
Filed as: STEWART C. MILLER CO., INC. Service code 13 · EIN 35-1820020 | Contract Administrator | $52,195 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $38,700 |
FIRST STATE TRUST COMPANY6+ years Service code 15 · EIN 13-3124172 | Recordkeeping | $26,603 |
ASHER, GITTLER & D'ALBA, LTD.6+ years Filed as: ASHER,GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $20,887 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $9,620 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 14.05% | 6.41%+7.6pp | 8.01%+6.0pp | 11.45%+2.6pp |
| Employer contribution / active EE | $10,631 | $11,592-8.3% | $29,475-63.9% | $17,219-38.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |