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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $647,833 |
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $112,117 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $110,489 |
Service code 29 · EIN 83-2893229 | Legal | $23,643 |
Service code 10 · EIN 38-2284921 | Accounting | $16,900 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $11,201 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $8,766 |
ALIGNED PARTNERS TRUST COMPANY4+ years Filed as: ALIGNED PRINCIPAL Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $0 |
BAHL & GAYNOR1 year Service code 28 255 E. FIFTH ST STE 2700 · CINCINATI, OH 45202 | Investment Management | $0 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 28 1801 E. 9TH ST, 1400 · CLEVELAND, OH 44114 | Investment Management | $0 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | -7.37% | 13.15%-20.5pp | -2.84%-4.5pp | 11.45%-18.8pp |
| Employer contribution / active EE | $22,109 | $23,714-6.8% | $33,329-33.7% | $17,219+28.4% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |