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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $392,724 |
MELVIN FEDER7+ years Service code 29 · EIN 13-3593661 | Legal | $313,800 |
CASTIGLIA LLP7+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $210,387 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $194,697 |
PACIFIC INCOME ADVISORS7+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $182,157 |
CONGRESS ASSET MANAGEMENT7+ years Service code 28 · EIN 04-2848965 | Investment Management | $161,574 |
PROSKAUER ROSE LLP5 years Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $47,636 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 201 17TH STREET NW · ATLANTA, GA 30363 | Securities Custodian | $36,716 |
UNION NETWORKING7+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $26,322 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1835864 | Consulting | $22,500 |
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 | $82,798 | $136,780-39.5% | $189,534-56.3% | $101,555-18.5% |
| Participation rate | 100.0% | 90.9%+9.1pp | 87.8%+12.2pp | 74.5%+25.5pp |
| Annual return | 1.67% | 37.00%-35.3pp | 555.39%-553.7pp | 21.00%-19.3pp |
| Employer contribution / active EE | $15,191 | $4,857+212.8% | $6,162+146.5% | $2,972+411.1% |
| Participant deferral / active EE | $0 | $7,572-100.0% | $8,220-100.0% | $4,874-100.0% |
| Admin fee / account holder | $256 | $64+299.6% | $12,049-97.9% | $139+83.7% |