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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $152,821 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $148,800 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $109,015 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $108,727 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $99,194 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $56,914 |
COLOMBO & COLOMBO, PC4+ years Service code 29 · EIN 38-2285740 | Legal | $34,071 |
Filed as: HARRIS HARDIN & COMPANY Service code 10 · EIN 55-0756523 | Accounting | $17,500 |
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Employer contribution per participant 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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -4.40% | -1.84%-2.6pp | -0.67%-3.7pp | 0.19%-4.6pp |
| Employer contribution / active EE | $1,934 | $15,717-87.7% | $31,731-93.9% | $13,763-85.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |