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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $284,505 |
Filed as: KARPUS INVESMTENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $53,583 |
MICHAEL BRADY10+ years Service code 14 · EIN 14-6076460 | Plan Administrator | $41,767 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 77-0645890 | Actuarial | $40,000 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Service code 10 · EIN 14-1624930 | Accounting | $39,500 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $22,832 |
OCIO MONITOR4 years Service code 27 11419 SOUTH HOLLY SPRINGS DRIVE · SOUTH JORDAN, UT 84009 | Advisory (Plan) | $19,276 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $17,470 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 18 · EIN 34-1784820 | Custodial (other than securities) | $17,149 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $11,694 |
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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 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 6.89% | 8.68%-1.8pp | 8.93%-2.0pp | 10.08%-3.2pp |
| Employer contribution / active EE | $15,860 | $14,435+9.9% | $26,306-39.7% | $15,414+2.9% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |