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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $134,362 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $110,048 |
ALLIANZ GLOBAL INVESTORS5 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $108,035 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $105,604 |
COLOMBO & COLOMBO, PC8+ years Service code 29 · EIN 38-2285740 | Legal | $33,958 |
GRAY, GRIFFITH & MAYS, A.C.4 years Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $17,926 |
PIMCO FUNDS4 years Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $9,603 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -12.25% | -15.55%+3.3pp | -5.12%-7.1pp | 39.82%-52.1pp |
| Employer contribution / active EE | $1,739 | $14,317-87.9% | $31,020-94.4% | $19,980-91.3% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |