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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2518466 | Advisory (Plan) | $90,447 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $55,576 |
CONNER & WINTERS3+ years Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $22,693 |
SANDFORD BAUMEISTER & FRAZIER3+ years Service code 10 · EIN 20-8121297 | Accounting | $17,560 |
FEDERAL INSURANCE COMPANY3+ years Service code 22 · EIN 13-1963496 | Insurance Broker | $15,206 |
ERISA SERVICES, INC.3+ years Filed as: ERISA ADMINISTRATORS Service code 15 · EIN 75-2915587 | Recordkeeping | $15,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.92% | 4.25%+2.7pp | -752.26%+759.2pp | 0.19%+6.7pp |
| Employer contribution / active EE | $7,631 | $11,906-35.9% | $31,802-76.0% | $13,763-44.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |