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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $658,379 |
MELVIN FEDER10+ years Service code 29 · EIN 13-3593661 | Legal | $333,060 |
CASTIGLIA LLP10+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $224,844 |
ULLICO2 years Service code 28 420 LEXINGTON AVE 1631 · NEW YORK, NY 10170 | Investment Management | $135,111 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $121,555 |
PACIFIC INCOME ADVISORS10+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $109,164 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $98,365 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 28 · EIN 58-1428634 201 17TH STREET NW · ATLANTA, GA 30363 | Investment Management | $98,332 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $29,375 |
Filed as: BRIDGEWAY BENEFIT TECH Service code 50 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Direct Payment | $20,806 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,944 | $145,513-38.9% | $184,256-51.7% | $99,313-10.4% |
| Participation rate | 100.0% | 90.3%+9.7pp | 86.8%+13.2pp | 71.7%+28.3pp |
| Annual return | 8.05% | 21.25%-13.2pp | 28.85%-20.8pp | 17.67%-9.6pp |
| Employer contribution / active EE | $15,650 | $5,354+192.3% | $6,427+143.5% | $3,264+379.4% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,133-100.0% | $5,346-100.0% |
| Admin fee / account holder | $257 | $78+230.7% | $13,899-98.2% | $109+135.3% |