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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $541,069 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $131,464 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $71,431 |
Service code 29 · EIN 83-2893229 | Legal | $40,615 |
Service code 10 · EIN 38-2284921 | Accounting | $20,150 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $9,664 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISOR Service code 17 5999 RIDGE VIEW ST · CARMARILLO, CA 93012 | Pension Consulting | $8,600 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS, INC. Service code 10 · EIN 38-2388845 | Accounting | $5,356 |
ALIGNED PARTNERS TRUST COMPANY9+ years Filed as: ALIGNED PRINCIPAL Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $0 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE Service code 28 489 FIFTH AVENUE 10TH FLR · NEW YORK, NY 10017 | Investment Management | $0 |
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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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 3.68% | 7.09%-3.4pp | 64.50%-60.8pp | 10.77%-7.1pp |
| Employer contribution / active EE | $15,657 | $8,768+78.6% | $23,990-34.7% | $15,292+2.4% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |