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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $361,073 |
MELVIN FEDER6+ years Service code 29 · EIN 13-3593661 | Legal | $301,740 |
CASTIGLIA LLP6+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $201,701 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $190,816 |
PACIFIC INCOME ADVISORS6+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $184,016 |
CONGRESS ASSET MANAGEMENT6+ years Service code 28 · EIN 04-2848965 | Investment Management | $170,082 |
UNION NETWORKING6+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $44,335 |
PREMIER TECHNOLOGIES6+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $29,532 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1835864 | Consulting | $26,292 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $13,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,493 | $139,268-50.8% | $177,839-61.5% | $106,273-35.5% |
| Participation rate | 100.0% | 91.6%+8.4pp | 87.7%+12.3pp | 70.8%+29.2pp |
| Annual return | 10.49% | 17.20%-6.7pp | 48.33%-37.8pp | 21.70%-11.2pp |
| Employer contribution / active EE | $7,832 | $4,832+62.1% | $5,919+32.3% | $2,722+187.7% |
| Participant deferral / active EE | $0 | $7,227-100.0% | $7,714-100.0% | $4,601-100.0% |
| Admin fee / account holder | $188 | $97+94.4% | $12,432-98.5% | $78+140.2% |