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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $109,936 |
BENESYS, INC.3+ years Service code 13 · EIN 32-2383171 | Contract Administrator | $61,908 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $50,960 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $27,237 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $26,376 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $25,600 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 36-3145972 | Investment Management | $20,840 |
Service code 10 · EIN 31-0800053 | Accounting | $9,300 |
MACQUEEN INSURANCE GROUP3+ years Service code 23 · EIN 20-0495393 | Insurance services | $9,061 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT, INC. Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $7,323 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.75% | 4.25%+2.5pp | -752.26%+759.0pp | 0.19%+6.6pp |
| Employer contribution / active EE | $15,806 | $11,906+32.8% | $31,802-50.3% | $13,763+14.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |