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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $194,294 |
LEGGHUIO & ISRAEL, P.C.2 years Service code 29 · EIN 38-1971448 | Legal | $46,914 |
Filed as: TIC INTERNATIONAL, CORP. Service code 10 · EIN 13-2600875 | Accounting | $35,734 |
Service code 28 1801 E. 9TH ST, STE 1400 · CLEVENLAND, OH 44114 | Investment Management | $10,308 |
Filed as: BENDA, GRACE, STULZ & COMPANY Service code 10 · EIN 38-2284921 | Accounting | $9,600 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE, 48TH FLR · NEW YORK, NY 10009 | Investment Management | $5,354 |
APEX CAPITAL MANAGEMENT2 years Service code 28 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Investment Management | $0 |
Service code 28 489 FIFTH AVENUE, 10 FLR · NEW YORK, NY 10017 | Investment Management | $0 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,375 | $127,481-77.0% | $149,745-80.4% | $90,274-67.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 4.44% | 57.78%-53.3pp | 276.72%-272.3pp | 53.97%-49.5pp |
| Employer contribution / active EE | $837 | $3,448-75.7% | $4,646-82.0% | $2,523-66.8% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $269 | $152+77.2% | $9,312-97.1% | $114+135.6% |