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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $90,747 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $44,029 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $14,560 |
FIRST STATE TRUST COMPANY7 years Service code 12 · EIN 13-3124172 | Distribution (12b-1) fees; Float reve... | $5,212 |
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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 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -13.52% | -13.84%+0.3pp | -2.63%-10.9pp | -5.25%-8.3pp |
| Employer contribution / active EE | $17,314 | $9,473+82.8% | $29,813-41.9% | $15,161+14.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |