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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,936,864 |
BENESYS, INC.7+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,473,490 |
HAMILTON LANE ADVISORS, LLC5 years Service code 27 · EIN 23-2962336 | Advisory (Plan) | $628,559 |
METWEST ASSET MANAGEMENT6 years Service code 28 · EIN 95-3703295 | Investment Management | $389,779 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $369,699 |
ORG PORTFOLIO MANAGEMENT7+ years Service code 49 · EIN 20-2915624 | Other Services | $282,186 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $281,007 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 49 · EIN 20-3330679 | Other Services | $249,615 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $232,114 |
SAGE ADVISORY SERVICES6 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $228,311 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 0.21% | -5.36%+5.6pp | -5.85%+6.1pp | 7.68%-7.5pp |
| Employer contribution / active EE | $12,809 | $12,163+5.3% | $31,839-59.8% | $9,142+40.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |