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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $172,058 |
THERESA GRILLO6 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $50,601 |
ANDREW FAIR, ESQ.6 years Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $47,826 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $45,100 |
CHRISTINA MADERICH7 years Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $39,910 |
BARBARA GILL3 years Filed as: BARBARA THOMPSON Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $37,665 |
CARY KANE LLP1 year Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $34,990 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $31,226 |
Filed as: KLEIN, ZELMAN, ROTHERMEL, JACOBS Service code 29 · EIN 13-2998136 | Legal | $9,901 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.84% | -4.95%-7.9pp | 22.50%-35.3pp | 2.77%-15.6pp |
| Employer contribution / active EE | $15,322 | $15,740-2.7% | $33,849-54.7% | $15,262+0.4% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |