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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $117,716 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $15,743 |
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-2600875 | Accounting | $13,056 |
Service code 10 · EIN 38-2284921 | Accounting | $11,800 |
SACHS WALDMAN PROFESSIONAL CORP.3+ years Service code 29 · EIN 39-1905521 | Legal | $10,264 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $7,093 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EDGE ASSET MANAGEMENT2 years Service code 28 601 UNION ST. SUITE 2200 · SEATTLE, WA 98101 | Investment Management | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 5.68% | 1.05%+4.6pp | -752.26%+757.9pp | -0.69%+6.4pp |
| Employer contribution / active EE | $8,041 | $11,363-29.2% | $31,802-74.7% | $16,786-52.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |