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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,217 |
Filed as: TRUST COMPANY FAMILY OFFICES Service code 51 · EIN 34-1661757 | Investment Mgmt Fees | $77,996 |
BENESYS, INC.7+ years Service code 13 · EIN 32-2383171 | Contract Administrator | $63,863 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $47,575 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $37,700 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $35,986 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $19,262 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $18,380 |
Service code 13 · EIN 34-1398805 | Contract Administrator | $10,879 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.22% | -8.26%+12.5pp | -5.84%+10.1pp | 2.77%+1.5pp |
| Employer contribution / active EE | $16,772 | $12,543+33.7% | $31,839-47.3% | $15,262+9.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |