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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $500,742 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $300,728 |
EQUITABLE ADVISORS LLC3+ years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $101,965 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $70,000 |
ALIGHT SOLUTIONS LLC3+ years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $23,271 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $19,731 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 2.84% | 8.17%-5.3pp | 9.14%-6.3pp | 7.65%-4.8pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |