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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $213,649 |
LABOR TRUST SERVICES, INC.1+ years Filed as: LABOR TRUST SERVICES Service code 10 · EIN 92-0034888 | Accounting | $168,145 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $109,091 |
JERMAIN, DUNNAGAN & OWENS, PC1+ years Filed as: JERMAIN, DUNNAGAN & OWENS Service code 29 · EIN 92-0116216 | Legal | $81,359 |
Filed as: WELFARE AND PENSION ADMIN SERVICES Service code 10 · EIN 91-1363171 | Accounting | $32,579 |
PARKER, SMITH & FEEK1+ years Service code 22 · EIN 91-0660018 | Insurance Broker | $27,850 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARNTY CORP Service code 23 P.O. BOX 151750 · ALEXANDRIA, VA 22315 | Insurance services; Direct payment fr... | $21,398 |
ANASTASI, MOORE & MARTIN, PLLC1+ years Service code 10 · EIN 20-8149084 | Accounting | $19,895 |
US BANK1+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $15,000 |
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Annual investment return 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -4.38% | 2.79%-7.2pp | 4.16%-8.5pp | 11.88%-16.3pp |
| Employer contribution / active EE | $14,977 | $10,530+42.2% | $29,966-50.0% | $14,612+2.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |