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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $373,504 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $253,106 |
ROBERT CHEVERIE3 years Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 | Legal | $67,087 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 · EIN 95-4833644 | Investment Management | $58,000 |
FRANKLIN TEMPLETON7+ years Filed as: CLEARBRIDGE Service code 28 · EIN 16-1733443 | Investment Management | $58,000 |
Service code 28 · EIN 13-3733468 | Investment Management | $49,000 |
SUMMIT FINANCIAL CORPORATION7+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $47,500 |
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $43,785 |
PRINCIPAL MIDCAP4 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $31,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 43-1273600 | Investment Management | $23,000 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -10.35% | 38.53%-48.9pp | -3.21%-7.1pp | 2.77%-13.1pp |
| Employer contribution / active EE | $18,353 | $14,659+25.2% | $46,051-60.1% | $15,262+20.3% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |