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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 · EIN 11-3658455 | Advisory (Plan) | $1,661,938 |
BENESYS, INC.9+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $1,474,360 |
HAMILTON LANE ADVISORS, LLC7 years Service code 27 · EIN 23-2962336 | Advisory (Plan) | $875,266 |
METWEST ASSET MANAGEMENT8 years Service code 28 · EIN 95-3703295 | Investment Management | $393,585 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $382,258 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $312,196 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $272,844 |
SAGE ADVISORY SERVICES8 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $244,253 |
Filed as: OHIO CARPENTERS FRINGE BENEFIT FUND Service code 15 · EIN 20-3330679 | Recordkeeping | $243,381 |
SHUMAKER, LOOP & KENDRICK, LLP9+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $195,209 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 5.99% | 10.11%-4.1pp | 8.10%-2.1pp | 8.85%-2.9pp |
| Employer contribution / active EE | $13,183 | $12,795+3.0% | $28,649-54.0% | $8,529+54.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |