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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $208,015 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 | Securities Custodian | $33,288 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONL Service code 10 · EIN 13-2600875 | Accounting | $33,237 |
LEGGHIO & ISRAEL, P.C.1+ years Filed as: LEGGHIO & ISRAEL Service code 29 · EIN 38-1971448 | Legal | $19,693 |
Service code 10 · EIN 38-2284921 | Accounting | $9,300 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANGEMENT Service code 28 1801 E. 9TH ST, STE. 1400 · CLEVELAND, OH 44114 | Investment Management | $8,483 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,635-100.0% | $123,894-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 81.4%-81.4pp | 71.1%-71.1pp |
| Annual return | 2.67% | 15.74%-13.1pp | 47.52%-44.8pp | 48.65%-46.0pp |
| Employer contribution / active EE | $1,066 | $3,076-65.4% | $4,617-76.9% | $2,182-51.1% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |