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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HLC LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $212,150 |
FIRST STATE TRUST COMPANY1+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $69,365 |
HEWITT ASSOCIATES LLC1+ years Service code 11 1120 20TH STREET, NW, SUITE 600 · WASHINGTON, DC 20036 | Actuarial | $30,894 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -4.22% | -0.81%-3.4pp | -2.90%-1.3pp | 2.81%-7.0pp |
| Employer contribution / active EE | $418 | $22,644-98.2% | $27,990-98.5% | $16,358-97.4% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |