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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 70.09% | 66.62%+3.5pp | 52.39%+17.7pp | 13.91%+56.2pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |