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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $79,755 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 27 · EIN 34-1542819 | Advisory (Plan) | $48,724 |
Service code 15 · EIN 16-0776158 | Recordkeeping | $40,236 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 · EIN 47-1793720 | Accounting | $37,854 |
LIPSITZ GREEN SCIME & CAMBRIA5+ years Service code 29 · EIN 16-0905097 | Legal | $29,803 |
MOCKENHAUPT BENEFITS GROUP4 years Service code 11 · EIN 25-1778001 | Actuarial | $16,439 |
JBM COMPUTER CONSULTANTS1 year Filed as: JBM COMPUTER CONSULTANTS INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $6,431 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 4.81% | 6.95%-2.1pp | 8.01%-3.2pp | 627.08%-622.3pp |
| Employer contribution / active EE | $29,282 | $11,635+151.7% | $29,475-0.7% | $18,824+55.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |