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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 20-8764829 | Securities Custodian | $85,155 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $82,429 |
Service code 13 · EIN 52-1590513 | Contract Administrator | $60,000 |
Filed as: DENNIS G. JENKINS, CPA Service code 10 · EIN 20-5886120 | Accounting | $15,000 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS & ROUC Service code 29 · EIN 45-1444874 | Legal | $9,765 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 18 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Custodial (other than securities) | $8,166 |
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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | 4.69% | 17.22%-12.5pp | 20.18%-15.5pp | 24.44%-19.7pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |