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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $209,000 |
JAMES LONG4+ years Service code 29 · EIN 10-3421762 | Legal | $66,840 |
DOMINIC GERACE4+ years Service code 30 · EIN 06-1211087 | Employee (plan) | $61,964 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $47,800 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $45,500 |
FRANKLIN TEMPLETON4+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $35,000 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2967229 | Investment Management | $35,000 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $27,000 |
IRIS FERGUSON4+ years Filed as: IRIS SWEENEY Service code 30 · EIN 06-1211087 | Employee (plan) | $26,890 |
PRINCIPAL MIDCAP1 year Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $19,000 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.09% | 33.70%-29.6pp | 14.64%-10.6pp | 53.27%-49.2pp |
| Employer contribution / active EE | $13,203 | $14,473-8.8% | $41,831-68.4% | $14,774-10.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |