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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINTRA Service code 12 · EIN 65-0498809 | Claims processing; Plan Administrator | $107,061 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $79,604 |
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 | Investment Management | $24,096 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $16,500 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARIAL SERVICES CO.,INC Service code 11 · EIN 58-2409046 | Actuarial | $14,075 |
LAW OFFICE OF THOMAS JOHNSON, PA1+ years Service code 29 · EIN 59-3519587 | Legal | $5,986 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.81% | 3.49%-2.7pp | 4.16%-3.4pp | 7.18%-6.4pp |
| Employer contribution / active EE | $1,810 | $11,083-83.7% | $29,966-94.0% | $13,095-86.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |