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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $244,151 |
JAMES LONG3+ years Service code 29 · EIN 10-3421762 | Legal | $66,840 |
DOMINIC GERACE3+ years Service code 30 · EIN 06-1211087 | Employee (plan) | $63,138 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $45,050 |
IRIS FERGUSON3+ years Filed as: IRIS SWEENEY Service code 30 · EIN 06-1211087 | Employee (plan) | $43,916 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $32,800 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $32,000 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2967229 | Investment Management | $31,000 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $29,000 |
INVESCO3+ years Filed as: INVESCO AIM PRIVATE ASSET MANAGEMEN Service code 28 · EIN 13-3733468 | Investment Management | $19,000 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.78% | -1.12%+7.9pp | -2.18%+9.0pp | 0.19%+6.6pp |
| Employer contribution / active EE | $14,190 | $12,052+17.7% | $38,751-63.4% | $13,763+3.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |