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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $46,395 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $21,000 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $11,140 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,850 |
Filed as: TCW INVESTMENT MANAGEMENT Service code 28 · EIN 93-0939400 | Investment Management | $5,343 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 41-1975159 | Investment Management | $5,052 |
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 52 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 8.93% | 10.78%-1.8pp | 8.93%0pp | 13.95%-5.0pp |
| Employer contribution / active EE | $2,766 | $10,694-74.1% | $43,470-93.6% | $16,598-83.3% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |