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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $150,795 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $109,500 |
NEBA6 years Filed as: NEBA INC Service code 13 · EIN 65-0498809 | Contract Administrator | $107,750 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 1040 CROWN POINTE PKY, SUITE 560 · ATLANTA, GA 30338 | Actuarial | $64,000 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 | Securities Custodian | $24,175 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $23,033 |
Filed as: QUINN CONNOR WEAVER DAVIES Service code 29 4100 PERIMETER PARK SOUTH · ATLANTA, GA 30341 | Legal | $13,362 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 20.40% | 11.08%+9.3pp | 8.10%+12.3pp | 8.76%+11.6pp |
| Employer contribution / active EE | $14,348 | $13,910+3.2% | $28,649-49.9% | $16,650-13.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |