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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $105,417 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL CORP. Service code 10 · EIN 13-2600875 | Accounting | $30,090 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $14,000 |
Service code 10 · EIN 38-2284921 | Accounting | $12,750 |
LEGGHIO & ISRAEL, P.C.1+ years Filed as: LEGGHIO & ISRAEL Service code 29 · EIN 38-1971448 | Legal | $11,819 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -3.38% | 3.12%-6.5pp | 4.16%-7.5pp | 4.56%-7.9pp |
| Employer contribution / active EE | $9,537 | $10,957-13.0% | $29,966-68.2% | $15,526-38.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |