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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,400,300 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 81-4017137 | Investment Management | $948,359 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $800,000 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $498,592 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $494,371 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $401,011 |
Service code 27 1 PRESIDENTIAL BOULEVARD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $364,531 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $356,361 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $346,204 |
METWEST ASSET MANAGEMENT2 years Service code 28 · EIN 95-3703295 | Investment Management | $335,397 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 10.88% | 73.13%-62.3pp | -752.26%+763.1pp | 73.13%-62.3pp |
| Employer contribution / active EE | $11,999 | $8,421+42.5% | $31,802-62.3% | $8,421+42.5% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |