Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,745,629 |
BENESYS, INC.8+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,489,643 |
HAMILTON LANE ADVISORS, LLC6 years Service code 27 · EIN 23-2962336 | Advisory (Plan) | $811,257 |
METWEST ASSET MANAGEMENT7 years Service code 28 · EIN 95-3703295 | Investment Management | $364,393 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $294,824 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $293,284 |
ORG PORTFOLIO MANAGEMENT8+ years Service code 49 · EIN 20-2915624 | Other Services | $253,728 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 49 · EIN 20-3330679 | Other Services | $241,796 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $225,159 |
SAGE ADVISORY SERVICES7 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $206,683 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | -1.26% | 7.10%-8.4pp | 20.18%-21.4pp | 13.18%-14.4pp |
| Employer contribution / active EE | $14,037 | $12,760+10.0% | $29,108-51.8% | $8,469+65.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |