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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 24-4310632 | Securities Custodian | $233,073 |
BARON CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-3246409 | Investment Management | $219,803 |
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $219,705 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $173,516 |
LEGG MASON1 year Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 620 8TH AVENUE 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $144,039 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $131,673 |
BAHL & GAYNOR2+ years Filed as: BAHL & GAYNOR INC. Service code 28 · EIN 31-1297139 | Investment Management | $119,887 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $78,542 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 650 NEWPORT COURT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $53,268 |
SULLIVAN WARD ASHER & PATON PC2+ years Service code 29 · EIN 38-1880608 | Legal | $53,116 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.82% | 11.78%-3.0pp | 8.32%+0.5pp | 23.90%-15.1pp |
| Employer contribution / active EE | $15,209 | $11,309+34.5% | $30,793-50.6% | $16,539-8.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |