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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 | $207,274 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONL Service code 10 · EIN 13-2600875 | Accounting | $33,889 |
LEGGHIO & ISRAEL, P.C.2+ years Filed as: LEGGHIO & ISRAEL Service code 29 · EIN 38-1971448 | Legal | $15,005 |
Service code 28 1801 E. 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $12,989 |
Service code 10 · EIN 38-2284921 | Accounting | $9,600 |
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 | $96,458-100.0% | $136,298-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 81.9%-81.9pp | 71.6%-71.6pp |
| Annual return | 5.84% | 23.78%-17.9pp | 5156.27%-5150.4pp | 20.87%-15.0pp |
| Employer contribution / active EE | $1,099 | $3,144-65.1% | $4,696-76.6% | $2,310-52.4% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-100.0% | $9,244-100.0% | $97-100.0% |