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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $115,171 |
HEALTHSCOPE BENEFITS10+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 | Plan Administrator | $81,978 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $61,141 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $26,328 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES LLC Service code 10 · EIN 84-2885766 | Accounting | $18,715 |
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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 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.49% | 8.68%-0.2pp | 8.93%-0.4pp | 10.08%-1.6pp |
| Employer contribution / active EE | $18,842 | $14,435+30.5% | $26,306-28.4% | $15,414+22.2% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |