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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $316,466 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 522 FIFTH AVENUE · NEW YORK, NY 10036 | Investment Management | $183,599 |
FIRST STATE TRUST COMPANY7 years Filed as: FIRST STATE BANK Service code 21 24300 LITTLE MACK · ST. CLAIR SHORES, MI 48080 | Bank Trustee | $54,259 |
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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 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 6.31% | 7.69%-1.4pp | 9.51%-3.2pp | 24.44%-18.1pp |
| Employer contribution / active EE | $204,889 | $34,561+492.8% | $23,377+776.4% | $41,348+395.5% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |