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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $415,023 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 522 FIFTH AVENUE · NEW YORK, NY 10036 | Investment Management | $201,927 |
FIRST STATE TRUST COMPANY8 years Filed as: FIRST STATE BANK Service code 21 24300 LITTLE MACK · ST. CLAIR SHORES, MI 48080 | Bank Trustee | $51,718 |
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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 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 3.66% | 7.69%-4.0pp | 8.92%-5.3pp | 13.05%-9.4pp |
| Employer contribution / active EE | $179,000 | $38,144+369.3% | $24,457+631.9% | $37,664+375.3% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |