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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $273,935 |
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $236,534 |
LEGG MASON1 year Filed as: LEGG MASON LLC Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $234,648 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $199,029 |
BAHL & GAYNOR3+ years Filed as: BAHL & GAYNOR INC. Service code 28 · EIN 31-1297139 | Investment Management | $188,634 |
BARON CAPITAL MANAGEMENT3+ years Service code 28 · EIN 13-3246409 | Investment Management | $188,634 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $121,673 |
INVESCO3+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $96,374 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 10 · EIN 56-1557450 | Accounting | $59,804 |
SULLIVAN WARD ASHER & PATON PC3+ years Service code 29 · EIN 38-1880608 | Legal | $54,182 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.86% | 4.25%+3.6pp | -752.26%+760.1pp | 0.19%+7.7pp |
| Employer contribution / active EE | $14,778 | $11,906+24.1% | $31,802-53.5% | $13,763+7.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |