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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $631,017 |
MILLIMAN, INC.10+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $110,884 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $32,945 |
ARCHER, BYINGTON, GLENNON & LEVINE10+ years Filed as: ARCHER BYINGTON & LEVINE LLP Service code 29 · EIN 26-0873462 | Legal | $22,738 |
L. 363 JAT R.E. CORP.10+ years Service code 50 · EIN 13-3765269 | Direct Payment | $17,520 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $9,200 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.86% | 11.08%-1.2pp | 8.10%+1.8pp | 8.76%+1.1pp |
| Employer contribution / active EE | $14,750 | $13,910+6.0% | $28,649-48.5% | $16,650-11.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |