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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 | Securities Custodian | $51,911 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $42,162 |
ASSOCIATED ADMINISTRATORS, LLC8+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $22,279 |
ABATO, RUBENSTEIN & ABATO5 years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $12,854 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $8,520 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -16.42% | -12.85%-3.6pp | -3.21%-13.2pp | -5.25%-11.2pp |
| Employer contribution / active EE | $6,305 | $16,520-61.8% | $46,051-86.3% | $15,161-58.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |