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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.49% | 8.62%-0.1pp | 8.99%-0.5pp | 10.52%-2.0pp |
| Employer contribution / active EE | $18,842 | $14,400+30.8% | $25,171-25.1% | $15,140+24.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |