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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $407,989 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $188,601 |
FRANKLIN TEMPLETON10+ years Filed as: CLEARBRIDGE Service code 51 · EIN 16-1733443 | Investment Mgmt Fees | $90,928 |
ARISTOTLE CAPITAL MANAGEMENT6 years Service code 28 · EIN 95-4833644 | Investment Management | $83,268 |
ROBERT CHEVERIE6 years Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 | Legal | $61,270 |
Service code 28 · EIN 13-3733468 | Investment Management | $56,846 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $48,900 |
PRINCIPAL MIDCAP7 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $45,849 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $34,699 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $28,092 |
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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 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 8.22% | 10.08%-1.9pp | 64.23%-56.0pp | 10.08%-1.9pp |
| Employer contribution / active EE | $22,309 | $15,414+44.7% | $31,311-28.7% | $15,414+44.7% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $251-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |