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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,752,485 |
BENESYS, INC.6+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,405,311 |
HAMILTON LANE ADVISORS, LLC4 years Service code 27 1 PRESIDENTIAL BOULEVARD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $651,751 |
METWEST ASSET MANAGEMENT5 years Service code 28 · EIN 95-3703295 | Investment Management | $396,041 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $353,173 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $289,208 |
ORG PORTFOLIO MANAGEMENT6+ years Service code 49 · EIN 20-2915624 | Other Services | $270,168 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 49 · EIN 20-3330679 | Other Services | $250,216 |
SAGE ADVISORY SERVICES5 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $231,573 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $229,312 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 31.72% | 19.39%+12.3pp | 11.08%+20.6pp | 19.39%+12.3pp |
| Employer contribution / active EE | $11,583 | $8,446+37.1% | $28,418-59.2% | $8,446+37.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |