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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,776 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $42,995 |
Service code 10 · EIN 38-2954392 | Accounting | $26,000 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -19.88% | 13.34%-33.2pp | 0.46%-20.3pp | -5.25%-14.6pp |
| Employer contribution / active EE | $9,592 | $19,967-52.0% | $35,480-73.0% | $15,161-36.7% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |