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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 | Investment Management | $48,328 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: PREVIANT LAW FIRM Service code 29 | Legal | $10,784 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 11 | Actuarial | $8,822 |
FREYBERG HINKLE ET AL1+ years Service code 10 | Accounting | $5,030 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -2.62% | -1.67%-0.9pp | -1.08%-1.5pp | -2.16%-0.5pp |
| Employer contribution / active EE | $59,632 | $44,358+34.4% | $35,779+66.7% | $42,949+38.8% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |