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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 19 · EIN 30-3707380 | Securities Custodian | $554,591 |
MELVIN FEDER9+ years Service code 29 · EIN 13-3593661 | Legal | $326,520 |
CASTIGLIA LLP9+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $239,196 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $122,641 |
CONGRESS ASSET MANAGEMENT9+ years Service code 28 · EIN 04-2848965 | Investment Management | $107,969 |
PACIFIC INCOME ADVISORS9+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $103,093 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 19 201 17TH STREET NW · ATLANTA, GA 30363 | Securities Custodian | $22,783 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 13-1835864 | Consulting | $22,500 |
Filed as: BRIDGEWAY BENEFIT TECH Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $17,528 |
PREMIER TECHNOLOGIES9+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $13,686 |
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 | $81,988 | $129,756-36.8% | $170,055-51.8% | $103,657-20.9% |
| Participation rate | 100.0% | 91.3%+8.7pp | 87.0%+13.0pp | 73.4%+26.6pp |
| Annual return | 10.13% | 20.17%-10.0pp | 53.43%-43.3pp | 33.13%-23.0pp |
| Employer contribution / active EE | $14,913 | $5,236+184.8% | $6,790+119.6% | $3,216+363.8% |
| Participant deferral / active EE | $0 | $8,283-100.0% | $10,410-100.0% | $5,218-100.0% |
| Admin fee / account holder | $257 | $73+252.1% | $12,828-98.0% | $114+124.8% |