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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 20-8764829 | Securities Custodian | $77,266 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $50,022 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $18,000 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK NA Service code 18 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Custodial (other than securities) | $7,916 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS & ROUC Service code 29 · EIN 45-1444874 | Legal | $6,531 |
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 | $937,755-100.0% | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | - |
| Annual return | 5.01% | 72.14%-67.1pp | 8.10%-3.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $28,665-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $10-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $60,136-100.0% | - |