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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $1,664,136 |
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $1,573,365 |
HAMILTON LANE ADVISORS, LLC8 years Service code 27 · EIN 23-2962336 | Advisory (Plan) | $741,821 |
COMERICA BANK7 years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (securities); Custodial (ot... | $438,021 |
METWEST ASSET MANAGEMENT9 years Service code 28 · EIN 95-3703295 | Investment Management | $386,205 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $323,558 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $316,595 |
SAGE ADVISORY SERVICES9 years Service code 28 5900 SOUTHWEST PARKWAY BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $283,380 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $270,717 |
Service code 15 · EIN 20-3330679 | Recordkeeping | $246,076 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 3.42% | 9.65%-6.2pp | 8.99%-5.6pp | 9.65%-6.2pp |
| Employer contribution / active EE | $13,790 | $11,651+18.4% | $25,171-45.2% | $11,651+18.4% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $1-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |