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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $381,140 |
MELVIN FEDER8+ years Service code 29 · EIN 13-3593661 | Legal | $319,575 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 19 201 17TH STREET NW · ATLANTA, GA 30363 | Securities Custodian | $238,045 |
CASTIGLIA LLP8+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $217,942 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $140,140 |
CONGRESS ASSET MANAGEMENT8+ years Service code 28 · EIN 04-2848965 | Investment Management | $115,902 |
PACIFIC INCOME ADVISORS8+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $113,052 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 | Consulting | $41,380 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $15,633 |
PREMIER TECHNOLOGIES8+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $11,323 |
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 | $74,224 | $119,153-37.7% | $151,634-51.1% | $78,104-5.0% |
| Participation rate | 100.0% | 92.5%+7.5pp | 87.5%+12.5pp | 74.5%+25.5pp |
| Annual return | -12.95% | -10.83%-2.1pp | 3.32%-16.3pp | 10.90%-23.8pp |
| Employer contribution / active EE | $16,297 | $5,298+207.6% | $6,165+164.3% | $3,128+421.1% |
| Participant deferral / active EE | $0 | $8,624-100.0% | $8,363-100.0% | $5,089-100.0% |
| Admin fee / account holder | $241 | $69+249.7% | $11,614-97.9% | $79+204.6% |