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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,652,341 |
BENESYS, INC.9+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $500,239 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $280,890 |
BLACKSTONE1 year Filed as: BLACKSTONE INFRA. ADVISORS LLC Service code 21 345 PARK AVENUE · NEW YORK, NY 10154 | Bank Trustee | $235,928 |
Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-6257033 | Bank Trustee | $220,510 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $203,641 |
COMERICA BANK8 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $170,779 |
L.M. HENDERSON & COMPANY, LLP9+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $103,277 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 22-1146430 | Securities Custodian | $75,529 |
JOHNSON & KROL, LLC4 years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $73,810 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.44% | 8.48%+5.0pp | 8.10%+5.3pp | 8.48%+5.0pp |
| Employer contribution / active EE | $13,412 | $9,949+34.8% | $28,649-53.2% | $9,949+34.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |