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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $99,936 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $90,743 |
LINDQUIST LLP1 year Filed as: LINDQUIST CPA'S LLP Service code 10 · EIN 52-2385296 | Accounting | $16,500 |
FIRST STATE TRUST COMPANY6 years Service code 12 · EIN 13-3124172 | Claims processing; Other investment f... | $11,435 |
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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 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 9.20% | 9.08%+0.1pp | 11.38%-2.2pp | 18.35%-9.1pp |
| Employer contribution / active EE | $327 | $8,992-96.4% | $18,467-98.2% | $14,669-97.8% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |