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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $667,199 |
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $252,898 |
BARON CAPITAL MANAGEMENT5+ years Service code 28 · EIN 13-3246409 | Investment Management | $201,815 |
LEGG MASON3 years Filed as: LEGG MASON LLC Service code 28 620 8TH AVENUE 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $150,495 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $95,776 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $56,290 |
ASHER KELLY1 year Filed as: ASHER, KELLY Service code 29 · EIN 84-3379113 | Legal | $53,610 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $46,152 |
COMERICA BANK5+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $40,640 |
BAHL & GAYNOR1 year Filed as: BAHL & GAYNOR INC Service code 28 · EIN 31-1297139 | Investment Management | $28,925 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 5.58% | 6.41%-0.8pp | 8.01%-2.4pp | 11.45%-5.9pp |
| Employer contribution / active EE | $16,311 | $11,592+40.7% | $29,476-44.7% | $17,219-5.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |