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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $185,429 |
CHRISTINA MADERICH6 years Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $61,000 |
BARBARA GILL2 years Filed as: BARBARA THOMPSON Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $50,066 |
THERESA GRILLO5 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $46,821 |
O'SULLIVAN ASSOCIATES4 years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $42,900 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $40,392 |
ANDREW FAIR, ESQ.5 years Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $40,232 |
Filed as: KLEIN, ZELMAN, ROTHERMEL, JACOBS Service code 29 · EIN 13-2998136 | Legal | $13,666 |
CARY KANE LLP1 year Filed as: CARY KANE PLLC Service code 29 · EIN 20-1942442 | Legal | $12,200 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 9.44% | 16.75%-7.3pp | 14.84%-5.4pp | 13.24%-3.8pp |
| Employer contribution / active EE | $14,909 | $16,291-8.5% | $37,950-60.7% | $14,616+2.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |