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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 · EIN 13-2919773 | Recordkeeping | $66,823 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $51,885 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $20,450 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACY BRAUN ASSOCIATES, INC. Service code 28 · EIN 13-2889432 | Investment Management | $11,443 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $9,390 |
Service code 29 · EIN 22-1973215 | Legal | $8,694 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $6,593 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $6,400 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $0 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 7.52% | 10.88%-3.4pp | 9.39%-1.9pp | 13.95%-6.4pp |
| Employer contribution / active EE | $16,894 | $18,458-8.5% | $33,466-49.5% | $16,598+1.8% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |