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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $432,421 |
MILLIMAN, INC.4+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $73,821 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $31,270 |
L. 363 JAT R.E. CORP.4+ years Service code 99 · EIN 13-3765269 | Other Fees | $19,397 |
Filed as: ARCHER BYINGTON & LEVINE LLP Service code 29 · EIN 26-0873462 | Legal | $9,182 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $7,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -5.02% | 4.25%-9.3pp | -752.26%+747.2pp | 0.19%-5.2pp |
| Employer contribution / active EE | $13,079 | $11,906+9.9% | $31,802-58.9% | $13,763-5.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |