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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $103,006 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 39-1126909 | Accounting | $28,052 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $21,533 |
Filed as: WATKINS PAWLICK CALATI & PRITI PC Service code 29 · EIN 83-2893229 | Legal | $16,583 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $15,650 |
BRENTWOOD ASSET ADVISORS1 year Filed as: THE BRENTWOOD COMPANIES Service code 17 3000 N. OCEAN DR 6D · WEST PALM BEACH, FL 33404 | Pension Consulting | $15,000 |
Filed as: HONSA BINDER PRINTING COMPANY Service code 36 1065 PHALEN BOULEVARD · ST. PAUL, MN 55106 | Direct payment from the plan; Copying... | $9,382 |
ARISTOTLE CAPITAL MANAGEMENT6 years Filed as: ARISTOTLE Service code 28 489 FIFTH AVENUE, 10TH FL · NEW YORK, NY 10017 | Investment Management | $0 |
CION ADVISORS2 years Service code 28 100 PARK AVENUE, 25TH FLR · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON9 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | 7.25% | 61.55%-54.3pp | 8.99%-1.7pp | - |
| Employer contribution / active EE | $18,355 | $11,227+63.5% | $25,171-27.1% | - |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |