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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $157,619 |
KELLIANNE MCINNIS1 year Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $79,115 |
THERESA GRILLO7 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $55,869 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $45,900 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $41,642 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $23,320 |
TARTER KRINSKY & DROGIN1 year Filed as: TARTER KRINSKY & DROGIN LLP Service code 29 · EIN 13-4160916 | Legal | $14,110 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 9.80% | 724.96%-715.2pp | 78.53%-68.7pp | 37.74%-27.9pp |
| Employer contribution / active EE | $15,183 | $14,638+3.7% | $31,607-52.0% | $15,788-3.8% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |