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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $265,998 |
BENEFITS ADMININSTRATION CORP.1+ years Service code 13 · EIN 52-1139156 | Contract Administrator | $204,386 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $148,808 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $105,720 |
FIDUCIARYVEST LLC1+ years Filed as: FIDUCIARYVEST, LLC Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $64,250 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $49,625 |
HCFL1+ years Service code 10 · EIN 52-1399339 1104 KENILWORTH DR. 300 · TOWSON, MD 21204 | Accounting | $39,496 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $30,149 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 13-3465338 | Investment Management | $21,747 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NA Service code 18 · EIN 22-1146430 | Custodial (other than securities); Di... | $20,912 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | 11.81% | -1.11%+12.9pp | -1.10%+12.9pp | -0.60%+12.4pp |
| Employer contribution / active EE | $12,567 | $11,820+6.3% | $27,248-53.9% | $12,272+2.4% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |