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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $118,803 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $61,604 |
Filed as: LAWRENCE C. MUSGROVE ASSOC. INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $49,740 |
ANDERSON & REED, LLP6 years Service code 10 · EIN 54-0617257 | Accounting | $16,000 |
ABATO, RUBENSTEIN & ABATO6 years Filed as: ABATO, RUBENSTEIN AND ABATO,PA Service code 29 · EIN 52-0904713 | Legal | $5,425 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 5.59% | 11.01%-5.4pp | 8.10%-2.5pp | 7.65%-2.1pp |
| Employer contribution / active EE | $3,009 | $13,413-77.6% | $28,649-89.5% | $20,582-85.4% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |