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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS' SERVICE Service code 28 · EIN 06-1444342 | Investment Management | $39,644 |
MICHAEL BRADY1+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $25,911 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,407 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $13,901 |
POZEFSKY, BRAMLEY & MURPHY1+ years Filed as: POZEFSKY, BRAMELY & MURPHY Service code 29 · EIN 14-1601487 | Legal | $11,440 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS GLOBAL ADVISORS Service code 28 110 OVERSHORES E · MADISON, CT 064432842 | Investment Management | $5,851 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,819 | $39,859-65.3% | $78,676-82.4% | $57,658-76.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -1.68% | 18.96%-20.6pp | 62.19%-63.9pp | 5.13%-6.8pp |
| Employer contribution / active EE | $1,571 | $1,786-12.0% | $2,850-44.9% | $1,974-20.4% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $167 | $76+118.6% | $4,510-96.3% | $95+76.2% |