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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $347,360 |
BARON CAPITAL MANAGEMENT6+ years Service code 28 · EIN 13-3246409 | Investment Management | $282,506 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 13 · EIN 38-6058023 | Contract Administrator | $251,783 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $132,253 |
LEGG MASON4 years Filed as: LEGG MASON LLC Service code 28 620 8TH AVENUE 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $105,404 |
HGK1 year Filed as: HGK ASSETS Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $75,213 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $59,635 |
ASHER KELLY1 year Filed as: ASHER, KELLEY Service code 29 · EIN 84-3379113 | Legal | $49,288 |
COMERICA BANK6+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $48,610 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $47,433 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 30.04% | 24.46%+5.6pp | 11.08%+19.0pp | 13.24%+16.8pp |
| Employer contribution / active EE | $17,854 | $11,981+49.0% | $28,418-37.2% | $14,616+22.2% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |