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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $196,879 |
MICHAEL BRADY2+ years Service code 14 · EIN 14-6076460 | Plan Administrator | $53,291 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 77-0645890 | Actuarial | $37,500 |
HOLLY GUSTAFSON2+ years Filed as: HOLLY BARKYOUMB Service code 30 · EIN 14-6076460 | Employee (plan) | $37,370 |
WRIGHT INVESTORS SERVICE2+ years Service code 28 · EIN 06-1444342 | Investment Management | $35,659 |
Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $29,700 |
Service code 10 · EIN 14-1624930 | Accounting | $27,857 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $21,937 |
Filed as: EUCLID FINANCIAL GROUP Service code 28 11350 RANDOM HILLS ROAD SUITE800 · FAIRFAX, VA 22030 | Investment Management | $17,912 |
KEYBANK NATIONAL ASSOCIATION2+ years Service code 18 · EIN 34-1784820 | Direct payment from the plan; Custodi... | $15,658 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 6.37% | 12.52%-6.1pp | 9.39%-3.0pp | 23.90%-17.5pp |
| Employer contribution / active EE | $16,514 | $13,977+18.1% | $33,466-50.7% | $16,539-0.2% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |