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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 36-2796532 | Legal | $183,384 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $62,863 |
MARGARET SHRIVER1 year Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $37,000 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 11 · EIN 06-1050034 | Actuarial | $35,237 |
EDF MAN1 year Service code 28 · EIN 13-4101062 | Investment Management | $32,905 |
BAIRD FUNDS1 year Filed as: ROBERT MORGENTHAU Service code 27 DODGEWOOD ROAD · BRONX, NY 10471 | Advisory (Plan) | $15,000 |
CAPITAL FORENSICS1 year Service code 16 · EIN 36-3903312 | Consulting | $14,402 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 13 · EIN 13-3623351 | Contract Administrator | $13,784 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $8,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $522,493-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 37.0%-37.0pp | 12.6%-12.6pp |
| Annual return | 6.60% | 4.56%+2.0pp | 4.11%+2.5pp | 4.56%+2.0pp |
| Employer contribution / active EE | $87,895 | $15,526+466.1% | $35,308+148.9% | $15,526+466.1% |
| Participant deferral / active EE | $0 | $97-100.0% | $25-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $8,766-100.0% | $1,711-100.0% |