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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMIYH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $594,598 |
BENESYS, INC.4+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $236,346 |
BARON CAPITAL MANAGEMENT4+ years Service code 28 · EIN 13-3246409 | Investment Management | $190,894 |
LEGG MASON2 years Filed as: LEGG MASON LLC Service code 28 620 8TH AVENUE 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $107,359 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $77,306 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-1557450 | Investment Management | $51,257 |
COMERICA BANK4+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $46,463 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $44,515 |
SULLIVAN WARD ASHER & PATON PC4+ years Service code 29 · EIN 38-1880608 | Legal | $34,588 |
Service code 10 · EIN 38-2574238 | Accounting | $23,950 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 1.35% | 10.27%-8.9pp | 10.56%-9.2pp | 53.27%-51.9pp |
| Employer contribution / active EE | $14,584 | $12,273+18.8% | $30,199-51.7% | $14,774-1.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |