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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 | Securities Custodian | $39,751 |
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 | Actuarial | $33,991 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $19,794 |
Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $11,756 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $8,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -10.49% | -1.56%-8.9pp | -2.18%-8.3pp | 10.56%-21.1pp |
| Employer contribution / active EE | $4,733 | $15,244-69.0% | $38,751-87.8% | $13,643-65.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |