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| Provider | Service type | Compensation |
|---|---|---|
CUNEO, LAWSON, SHAY & STALEY4+ years Service code 10 · EIN 44-0642126 | Accounting | $4,565,489 |
AMERIBEN4+ years Service code 13 · EIN 82-0497661 | Contract Administrator | $46,775 |
Service code 27 · EIN 26-1370698 | Advisory (Plan) | $42,453 |
Filed as: JP MORGAN CUSTODIAL Service code 19 4520 MAIN STREET. 8TH FLOOR · KANSAS CITY, MO 64111 | Securities Custodian | $36,435 |
CONNER & WINTERS4+ years Service code 29 · EIN 73-1388566 | Legal | $23,156 |
Filed as: MORGAN STANLEY CONSULTING Service code 27 200 CRESCENT COURT SUITE 900 · DALLAS, TX 75201 | Advisory (Plan) | $18,939 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -2.92% | 1.05%-4.0pp | -752.26%+749.3pp | -0.69%-2.2pp |
| Employer contribution / active EE | $7,729 | $11,363-32.0% | $31,802-75.7% | $16,786-54.0% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |