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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $435,934 |
BARON CAPITAL MANAGEMENT7+ years Service code 28 · EIN 13-3246409 | Investment Management | $254,977 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 · EIN 38-6058023 | Contract Administrator | $235,908 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $170,102 |
BAHL & GAYNOR2 years Service code 28 · EIN 31-1297139 | Investment Management | $95,091 |
DELAWARE INVESTMENTS6 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $89,966 |
Filed as: TCW Service code 28 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $89,451 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTMENT Service code 28 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $82,676 |
LEGG MASON5 years Filed as: LEGG MASON LLC Service code 28 620 8TH AVENUE 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $75,098 |
WEDGE CAPITAL MANAGEMENT6 years Service code 28 · EIN 56-1557450 | Investment Management | $57,850 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.33% | -8.26%-1.1pp | -5.85%-3.5pp | 2.78%-12.1pp |
| Employer contribution / active EE | $15,944 | $12,543+27.1% | $31,839-49.9% | $15,276+4.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |