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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 | Investment Management | $205,493 |
MERCER3+ years Service code 16 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Consulting | $133,569 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $87,013 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $53,117 |
Service code 16 · EIN 81-4017137 | Consulting | $42,117 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 65 · EIN 52-1883918 | Account Maintenance | $35,898 |
CALIBRE CPA GROUP PLLC3+ years Service code 16 · EIN 47-0900880 | Consulting | $28,900 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 8.76% | -1.84%+10.6pp | -0.67%+9.4pp | 0.19%+8.6pp |
| Employer contribution / active EE | $7,962 | $15,717-49.3% | $31,731-74.9% | $13,763-42.1% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |