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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $100,333 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $13,396 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 13-2600875 | Actuarial | $13,207 |
Service code 10 · EIN 38-2284921 | Accounting | $11,200 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $9,182 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Service code 29 · EIN 38-1905521 | Legal | $8,299 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 10050 INNOVATION DR, 120 · DAYTON, OH 45342 | Investment Management | $0 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
INVESCO1+ years Filed as: INVESCO INVESTMENT SERVICES, INC. Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 641219078 | Investment Management | $0 |
THE LONDON COMPANY1+ years Service code 28 1800 BAYBERRY CT 301 · RICHMOND, VA 23226 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -0.31% | 2.79%-3.1pp | 4.16%-4.5pp | 11.88%-12.2pp |
| Employer contribution / active EE | $7,995 | $10,530-24.1% | $29,966-73.3% | $14,612-45.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |