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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $311,276 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 302 KNIGHTS RUN AVENUE, STE 1100 · TAMPA, FL 33602 | Plan Administrator | $177,767 |
ROBERT CHEVERIE2 years Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, STE 101 · EAST HARTFORD, CT 06108 | Legal | $66,840 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $54,000 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $53,486 |
FRANKLIN TEMPLETON6+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $53,000 |
Service code 28 · EIN 13-3733468 | Investment Management | $49,000 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 28 · EIN 95-4833644 | Investment Management | $44,000 |
PRINCIPAL MIDCAP3 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $26,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 43-1273600 | Investment Management | $20,000 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 56.92% | 11.84%+45.1pp | 8.95%+48.0pp | 13.24%+43.7pp |
| Employer contribution / active EE | $15,927 | $12,426+28.2% | $46,559-65.8% | $14,616+9.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |