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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $120,494 |
BENESYS, INC.5+ years Service code 13 · EIN 32-2383171 | Contract Administrator | $62,624 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,400 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $29,342 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $23,095 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $22,538 |
MACQUEEN INSURANCE GROUP5+ years Service code 23 · EIN 20-0495393 | Insurance services | $16,460 |
Filed as: TRUST COMPANY FAMILY OFFICES Service code 51 · EIN 34-1661757 | Investment Mgmt Fees | $13,784 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 51 · EIN 27-4411131 | Investment Mgmt Fees | $12,500 |
Service code 10 · EIN 31-0800053 | Accounting | $9,900 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -5.77% | 6.41%-12.2pp | 8.01%-13.8pp | 11.45%-17.2pp |
| Employer contribution / active EE | $14,819 | $11,592+27.8% | $29,475-49.7% | $17,219-13.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |