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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 250 VESEY ST · NEW YORK, NY 10281 | Investment Management | $612,326 |
TRI-STATE ADMINISTRATORS INC4 years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 22-3478819 | Contract Administrator | $249,324 |
CHEIRON3 years Service code 11 · EIN 13-4215617 | Actuarial | $206,086 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $75,429 |
BARATZ & ASSOCIATES, P.A.10+ years Service code 10 · EIN 22-2212404 4B EVES DR · MARLTON, NJ 08053 | Accounting | $46,348 |
SPEAR WILDERMAN5 years Service code 29 · EIN 23-2749511 | Legal | $27,950 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $16,978 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 17 · EIN 82-4722389 | Pension Consulting | $12,042 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 38.45% | 17.72%+20.7pp | 148.78%-110.3pp | 9.30%+29.2pp |
| Employer contribution / active EE | $5,065 | $3,186+59.0% | $26,858-81.1% | $12,551-59.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |