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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | 5.37% | 61.55%-56.2pp | 8.99%-3.6pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $25,171-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |