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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $194,000 |
JAMES LONG1+ years Service code 29 · EIN 10-3421762 | Legal | $60,000 |
DOMINIC GERACE1+ years Service code 30 · EIN 06-1211087 | Employee (plan) | $58,366 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $42,450 |
IRIS FERGUSON1+ years Filed as: IRIS SWEENEY Service code 30 · EIN 06-1211087 | Employee (plan) | $41,303 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $36,200 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2967229 | Investment Management | $30,000 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $28,000 |
INVESCO1+ years Filed as: INVESCO AIM PRIVATE ASSET MANAGEMEN Service code 28 · EIN 13-3733468 | Investment Management | $27,000 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $26,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 0.68% | 5.13%-4.4pp | 4.74%-4.1pp | 7.18%-6.5pp |
| Employer contribution / active EE | $14,744 | $14,689+0.4% | $36,089-59.1% | $13,095+12.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |