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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Actuarial | $160,805 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $125,684 |
FIRST STATE TRUST COMPANY7+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $32,515 |
KEITER1 year Filed as: KEITER STEPHENS HURST GARY SHREAVES Service code 10 · EIN 54-1631262 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -14.34% | 0.10%-14.4pp | -4.80%-9.5pp | -14.65%+0.3pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |