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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $199,000 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $158,587 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $55,200 |
ROBERT CHEVERIE1 year Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 | Legal | $50,130 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $46,500 |
FRANKLIN TEMPLETON5+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $41,000 |
Service code 28 · EIN 95-4833644 | Investment Management | $30,000 |
Service code 28 · EIN 13-3733468 | Investment Management | $29,000 |
JAMES LONG5+ years Service code 29 · EIN 10-3421762 | Legal | $27,850 |
PRINCIPAL MIDCAP2 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $21,000 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 6.02% | 9.58%-3.6pp | 9.52%-3.5pp | 11.45%-5.4pp |
| Employer contribution / active EE | $18,981 | $21,155-10.3% | $41,951-54.8% | $17,219+10.2% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |