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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 11-3658445 | Securities Custodian | $74,619 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $42,738 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $19,000 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK NA Service code 18 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Custodial (other than securities) | $7,881 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 · EIN 45-1444874 | Legal | $5,166 |
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.
The auditor signed off without reservation. This is the cleanest opinion.