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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $486,654 |
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $112,742 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,415 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $44,129 |
SACHS WALDMAN PROFESSIONAL CORP.2+ years Filed as: SACHS WALDMAN, PROFESSIONAL CORP. Service code 29 · EIN 38-1905521 | Legal | $24,447 |
Service code 10 · EIN 38-2284921 | Accounting | $15,800 |
Filed as: STEFANSKY, HALLOWAY & NICHOLS, INC. Service code 10 · EIN 38-2388845 | Accounting | $11,696 |
ALIGNED PARTNERS TRUST COMPANY2+ years Filed as: ALIGNED PRINCIPAL Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $0 |
Filed as: AMI INVESTMENT MANAGEMENT Service code 28 710 KRUEGER ST · KENDALLVILE, IN 46755 | Investment Management | $0 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 1801 E. 9TH ST, 1400 · CLEVELAND, OH 44114 | Investment Management | $0 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 10.19% | 7.01%+3.2pp | 12.68%-2.5pp | 0.19%+10.0pp |
| Employer contribution / active EE | $43,473 | $12,638+244.0% | $22,860+90.2% | $13,763+215.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |