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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 | $229,943 |
LEGGHUIO & ISRAEL, P.C.1 year Service code 29 · EIN 38-1971448 | Legal | $47,123 |
Filed as: TIC INTERNATIONAL, CORP. Service code 10 · EIN 13-2600875 | Accounting | $34,026 |
Service code 28 1801 E. 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $10,460 |
Service code 10 · EIN 38-2284921 | Accounting | $10,300 |
APEX CAPITAL MANAGEMENT1 year Service code 28 701 ROBLEY DR · LAFAYETTE, LA 70503 | Investment Management | $0 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE, 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 P.O. BOX 55913 · BOSTON, MA 02109 | Investment Management | $0 |
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 | $101,523-100.0% | $141,197-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 82.5%-82.5pp | 73.2%-73.2pp |
| Annual return | 6.31% | 56.22%-49.9pp | 71.41%-65.1pp | 32.58%-26.3pp |
| Employer contribution / active EE | $991 | $3,341-70.3% | $4,736-79.1% | $2,504-60.4% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,265-100.0% | $100-100.0% |