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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $306,465 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 522 FIFTH AVENUE · NEW YORK, NY 10036 | Investment Management | $251,132 |
FIRST STATE TRUST COMPANY4 years Filed as: FIRST STATE BANK Service code 21 24300 LITTLE MACK · ST. CLAIR SHORES, MI 48080 | Bank Trustee | $65,383 |
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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 | $34,827-100.0% | $2,066,441-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 14.99% | 8.77%+6.2pp | 10.57%+4.4pp | 259.17%-244.2pp |
| Employer contribution / active EE | $448,182 | $30,532+1367.9% | $18,335+2344.4% | $41,471+980.7% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,502-100.0% |