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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $126,835 |
WRIGHT INVESTORS SERVICE1+ years Service code 28 · EIN 06-1444342 | Investment Management | $108,055 |
MICHAEL BRADY1+ years Service code 14 · EIN 14-6076460 | Plan Administrator | $51,820 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 77-0645890 | Actuarial | $37,500 |
HOLLY GUSTAFSON1+ years Filed as: HOLLY BARKYOUMB Service code 30 · EIN 14-6076460 | Employee (plan) | $34,929 |
Service code 10 · EIN 14-1624930 | Accounting | $24,900 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS GLOBAL ADVISORS Service code 28 110 OVERSHORES E · MADISON, CT 064432842 | Investment Management | $17,257 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 18 · EIN 34-1784820 | Custodial (other than securities); Di... | $15,744 |
NUVEEN1+ years Filed as: NWQ GLOBAL Service code 28 · EIN 47-0875103 | Investment Management | $7,541 |
CAPITAL INNOVATIONS, LLC1+ years Service code 28 325 FOREST GROVE DRIVE SUITE 100 · PEWAUKEE, WI 53072 | Investment Management | $7,503 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | -1.67% | 4.82%-6.5pp | 3.97%-5.6pp | 7.18%-8.9pp |
| Employer contribution / active EE | $15,338 | $12,725+20.5% | $28,168-45.5% | $13,095+17.1% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |