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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,416,613 |
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,409,289 |
HAMILTON LANE ADVISORS, LLC3 years Service code 27 1 PRESIDENTIAL BOULEVARD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $672,596 |
METWEST ASSET MANAGEMENT4 years Service code 28 · EIN 95-3703295 | Investment Management | $420,933 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $335,954 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $298,189 |
SAGE ADVISORY SERVICES4 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $260,897 |
ORG PORTFOLIO MANAGEMENT5+ years Service code 49 · EIN 20-2915624 | Other Services | $252,351 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 49 · EIN 20-3330679 | Other Services | $219,343 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $218,889 |
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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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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -2.16% | 6.00%-8.2pp | 8.01%-10.2pp | 5230.06%-5232.2pp |
| Employer contribution / active EE | $12,868 | $14,010-8.1% | $29,476-56.3% | $10,491+22.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |