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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 99 · EIN 26-4310632 | Other Fees | $102,271 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 51 · EIN 34-1542819 | Investment Mgmt Fees | $72,673 |
GINA GILSDORF2 years Filed as: GINA APPOLONEY Service code 30 · EIN 16-0776158 | Employee (plan) | $26,212 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC Service code 10 · EIN 47-1793720 | Accounting | $23,028 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Service code 29 · EIN 16-0905097 | Legal | $22,971 |
JBM COMPUTER CONSULTANTS3+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $7,165 |
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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 | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 7.21% | -1.53%+8.7pp | -2.18%+9.4pp | -0.69%+7.9pp |
| Employer contribution / active EE | $26,216 | $14,498+80.8% | $38,751-32.3% | $16,786+56.2% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |