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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $263,220 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 13 · EIN 38-6058023 | Contract Administrator | $258,840 |
BARON CAPITAL MANAGEMENT1 year Filed as: BARON CAPTIAL MANAGEMENT Service code 28 · EIN 13-3246409 | Investment Management | $207,762 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $101,624 |
BAHL & GAYNOR3 years Service code 28 · EIN 31-1297139 | Investment Management | $89,550 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR INVESTMENTS Service code 28 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $72,015 |
Filed as: TCW Service code 28 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $67,991 |
DELAWARE INVESTMENTS7 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $53,501 |
WEDGE CAPITAL MANAGEMENT7 years Service code 28 · EIN 56-1557450 | Investment Management | $52,771 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $48,146 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.07% | 7.95%-7.9pp | 20.18%-20.1pp | 9.11%-9.0pp |
| Employer contribution / active EE | $15,696 | $14,684+6.9% | $29,108-46.1% | $12,231+28.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |