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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,932,911 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $526,716 |
BLACKSTONE2 years Filed as: BLACKSTONE INFRA. ADVISORS LLC Service code 21 345 PARK AVENUE · NEW YORK, NY 10154 | Bank Trustee | $335,694 |
COMERICA BANK9 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $270,196 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $207,313 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $182,027 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-6257033 | Bank Trustee | $177,669 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $172,468 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 21 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Bank Trustee | $136,592 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $63,699 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.45% | 7.72%-3.3pp | 8.99%-4.5pp | 7.72%-3.3pp |
| Employer contribution / active EE | $12,903 | $10,549+22.3% | $25,171-48.7% | $10,549+22.3% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |