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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $226,286 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONL Service code 10 · EIN 13-2600875 | Accounting | $33,055 |
LEGGHIO & ISRAEL, P.C.3+ years Filed as: LEGGHIO & ISRAEL Service code 29 · EIN 38-1971448 | Legal | $27,227 |
Service code 28 1801 E. 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $10,913 |
Service code 10 · EIN 38-2284921 | Accounting | $9,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,874-100.0% | $123,553-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.3%-82.3pp | 72.4%-72.4pp |
| Annual return | 4.93% | 4.22%+0.7pp | 119.21%-114.3pp | -0.04%+5.0pp |
| Employer contribution / active EE | $994 | $3,256-69.5% | $4,628-78.5% | $2,405-58.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |