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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $185,000 |
JAMES LONG2+ years Service code 29 · EIN 10-3421762 | Legal | $63,990 |
DOMINIC GERACE2+ years Service code 30 · EIN 06-1211087 | Employee (plan) | $60,687 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $48,461 |
IRIS FERGUSON2+ years Filed as: IRIS SWEENEY Service code 30 · EIN 06-1211087 | Employee (plan) | $42,613 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $37,200 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2967229 | Investment Management | $34,000 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $29,000 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $27,000 |
INVESCO2+ years Filed as: INVESCO AIM PRIVATE ASSET MANAGEMEN Service code 28 · EIN 13-3733468 | 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 6.86% | 13.03%-6.2pp | 10.36%-3.5pp | 23.90%-17.0pp |
| Employer contribution / active EE | $17,941 | $15,779+13.7% | $37,738-52.5% | $16,539+8.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |