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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 411 E WISCONSIN AVE, STE 2200 · MILWAUKEE, WI 53202 | Investment Management | $23,268 |
Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $14,036 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $10,211 |
NEWPORT GROUP, INC.1 year Service code 11 3201 34TH STREET · ST. PETERSBURG, FL 33711 | Actuarial | $7,575 |
Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1401001 | Plan Administrator | $5,109 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | -95.41% | 8.48%-103.9pp | 9.39%-104.8pp | 10.21%-105.6pp |
| Employer contribution / active EE | $0 | $40,983-100.0% | $33,466-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |