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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $152,931 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $47,699 |
LAWRENCE C. MUSGROVE ASSOCIATES3+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $45,216 |
ANDERSON & REED, LLP3+ years Filed as: ANDERSON & REED Service code 10 · EIN 54-0617257 | Accounting | $15,000 |
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Employer contribution per participant 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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 16.20% | 11.09%+5.1pp | 8.32%+7.9pp | 13.95%+2.3pp |
| Employer contribution / active EE | $3,311 | $10,980-69.8% | $30,793-89.2% | $16,598-80.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |