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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2518466 | Advisory (Plan) | $77,970 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $55,287 |
SANDFORD BAUMEISTER & FRAZIER1+ years Service code 10 · EIN 20-8121297 | Accounting | $17,000 |
FEDERAL INSURANCE COMPANY1+ years Service code 22 · EIN 13-1963496 | Insurance Broker | $15,153 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 15 · EIN 75-2915587 | Recordkeeping | $15,000 |
CONNER & WINTERS1+ years Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $13,979 |
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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 | 0.59% | 3.49%-2.9pp | 4.16%-3.6pp | 7.18%-6.6pp |
| Employer contribution / active EE | $4,987 | $11,083-55.0% | $29,966-83.4% | $13,095-61.9% |
| 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% |