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| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT1+ years Service code 28 · EIN 13-3246409 | Investment Management | $262,890 |
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $213,293 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 24-4310632 | Securities Custodian | $189,621 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES INC. Service code 28 · EIN 13-1423090 | Investment Management | $185,073 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $184,871 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $176,902 |
BAHL & GAYNOR1+ years Filed as: BAHL & GAYNOR INC. Service code 28 · EIN 31-1297139 | Investment Management | $106,659 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 650 NEWPORT COURT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $104,362 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $94,646 |
SULLIVAN WARD ASHER & PATON PC1+ years Service code 29 · EIN 38-1880608 | Legal | $45,326 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.76% | 3.49%-6.3pp | 4.16%-6.9pp | 7.18%-9.9pp |
| Employer contribution / active EE | $12,608 | $11,083+13.8% | $29,966-57.9% | $13,095-3.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |