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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $102,396 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $78,094 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: DOBBS GROUP/GRAYSTONE/MORGAN STANLE Service code 17 · EIN 20-8764829 | Pension Consulting | $43,766 |
Service code 29 · EIN 94-2690827 | Legal | $30,800 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $29,814 |
US BANK2 years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $12,679 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | 70.09% | -2.43%+72.5pp | -0.21%+70.3pp | 12.28%+57.8pp |
| Employer contribution / active EE | $0 | $25,812-100.0% | $24,124-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |