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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $127,874 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $66,431 |
MORRIS DAVIS CHAN & TAN LLP6+ years Service code 10 · EIN 94-2214860 | Accounting | $18,850 |
FIRST STATE TRUST COMPANY5 years Service code 12 · EIN 13-3124172 | Claims processing; Direct payment fro... | $11,861 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | -6.06% | 10.61%-16.7pp | 10.57%-16.6pp | 9.29%-15.3pp |
| Employer contribution / active EE | $27,149 | $9,838+176.0% | $18,335+48.1% | $15,168+79.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |