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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $166,257 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 12 · EIN 65-0498809 | Other services; Plan Administrator; C... | $129,452 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $20,200 |
SOUTHERN ACTUARIAL SERVICES7+ years Filed as: SOUTHERN ACTUARIAL SERVICES CO.,INC Service code 11 · EIN 58-2409046 | Actuarial | $15,050 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $14,758 |
BMO HARRIS BANK NA7+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 | Investment Management | $7,310 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.01% | -8.26%+2.3pp | -5.85%-0.2pp | 2.77%-8.8pp |
| Employer contribution / active EE | $6,015 | $12,543-52.0% | $31,839-81.1% | $15,262-60.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |