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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $108,478 |
SACHS WALDMAN PROFESSIONAL CORP.2+ years Service code 29 · EIN 38-1905521 | Legal | $17,737 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 13-2600875 | Actuarial | $14,425 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $14,376 |
Service code 10 · EIN 38-2284921 | Accounting | $11,500 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $8,167 |
APEX CAPITAL MANAGEMENT2+ years Service code 28 10050 INNOVATION DR, 120 · DAYTON, OH 45342 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EDGE ASSET MANAGEMENT1 year Service code 28 601 UNION ST. SUITE 2200 · SEATTLE, WA 98101 | Investment Management | $0 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.14% | 11.09%-4.0pp | 8.32%-1.2pp | 13.95%-6.8pp |
| Employer contribution / active EE | $9,596 | $10,980-12.6% | $30,793-68.8% | $16,598-42.2% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |