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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $93,461 |
Service code 15 · EIN 16-0776158 | Recordkeeping | $68,277 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC Service code 10 · EIN 47-1793720 | Accounting | $54,926 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $52,611 |
LIPSITZ GREEN SCIME & CAMBRIA4+ years Service code 29 · EIN 16-0905097 | Legal | $27,414 |
MOCKENHAUPT BENEFITS GROUP3 years Service code 11 · EIN 25-1778001 | Actuarial | $11,617 |
JBM COMPUTER CONSULTANTS4+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $5,487 |
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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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 2.24% | 18.13%-15.9pp | 14.64%-12.4pp | 16.32%-14.1pp |
| Employer contribution / active EE | $26,268 | $23,138+13.5% | $41,831-37.2% | $17,007+54.5% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |