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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $110,749 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $91,672 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $88,871 |
ALLIANZ GLOBAL INVESTORS6 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $73,643 |
COLOMBO & COLOMBO, PC9+ years Service code 29 · EIN 38-2285740 | Legal | $35,361 |
GRAY, GRIFFITH & MAYS, A.C.5 years Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $19,501 |
PIMCO FUNDS5 years Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $6,671 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 11.45% | 9.67%+1.8pp | 7.69%+3.8pp | 22.81%-11.4pp |
| Employer contribution / active EE | $2,183 | $11,016-80.2% | $28,501-92.3% | $18,290-88.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |