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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $165,829 |
MICHAEL BRADY3+ years Service code 14 · EIN 14-6076460 | Plan Administrator | $40,070 |
WRIGHT INVESTORS SERVICE3+ years Service code 28 · EIN 06-1444342 | Investment Management | $38,328 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 77-0645890 | Actuarial | $37,500 |
POZEFSKY, BRAMLEY & MURPHY2 years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $32,484 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $22,391 |
Service code 10 · EIN 14-1624930 | Accounting | $21,284 |
Filed as: EUCLID FINANCIAL GROUP Service code 28 11350 RANDOM HILLS ROAD SUITE800 · FAIRFAX, VA 22030 | Investment Management | $16,657 |
KEYBANK NATIONAL ASSOCIATION3+ years Service code 18 · EIN 34-1784820 | Direct payment from the plan; Custodi... | $15,575 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $12,929 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 5.19% | -1.84%+7.0pp | -0.67%+5.9pp | 0.19%+5.0pp |
| Employer contribution / active EE | $14,278 | $15,717-9.2% | $31,731-55.0% | $13,763+3.7% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |