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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $372,926 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $263,055 |
ARISTOTLE CAPITAL MANAGEMENT5 years Service code 28 · EIN 95-4833644 | Investment Management | $75,773 |
FRANKLIN TEMPLETON9+ years Filed as: CLEARBRIDGE Service code 51 · EIN 16-1733443 | Investment Mgmt Fees | $75,750 |
ROBERT CHEVERIE5 years Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 | Legal | $66,927 |
Service code 28 · EIN 13-3733468 | Investment Management | $51,506 |
SUMMIT FINANCIAL CORPORATION9+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $48,900 |
PRINCIPAL MIDCAP6 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $39,420 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $33,090 |
ZIEGLER CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 43-1273600 | Investment Management | $25,214 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.07% | 8.04%+5.0pp | 9.17%+3.9pp | 8.76%+4.3pp |
| Employer contribution / active EE | $20,192 | $10,583+90.8% | $40,523-50.2% | $16,664+21.2% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |