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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $979,232 |
BENESYS, INC.6+ years Service code 10 · EIN 38-2383171 | Accounting | $222,535 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $166,682 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $80,375 |
COMERICA BANK5 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $76,408 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $33,000 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $30,561 |
L.M. HENDERSON & COMPANY, LLP6+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $20,722 |
REGIONS BANK5 years Service code 21 10869 PENDLETON PIKE · INDIANAPOLIS, IN 46236 | Bank Trustee | $18,731 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 32.51% | 19.37%+13.1pp | 11.08%+21.4pp | 15.63%+16.9pp |
| Employer contribution / active EE | $8,686 | $13,107-33.7% | $28,418-69.4% | $11,476-24.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |