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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $53,763 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $46,155 |
Service code 10 · EIN 38-2954392 | Accounting | $24,000 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.00% | 10.25%-4.2pp | 8.34%-2.3pp | 8.21%-2.2pp |
| Employer contribution / active EE | $11,064 | $16,685-33.7% | $30,790-64.1% | $13,841-20.1% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |