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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $108,013 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $15,274 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $13,500 |
Service code 10 · EIN 38-2284921 | Accounting | $12,100 |
Filed as: MASSACHUSETTS MUTAL LIFE INS CO. Service code 13 · EIN 04-1590850 | Contract Administrator | $7,321 |
SACHS WALDMAN PROFESSIONAL CORP.4+ years Service code 29 · EIN 39-1905521 | Legal | $5,357 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EDGE ASSET MANAGEMENT3 years Service code 28 601 UNION ST. SUITE 2200 · SEATTLE, WA 98101 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 5.09% | 11.52%-6.4pp | 10.56%-5.5pp | 16.32%-11.2pp |
| Employer contribution / active EE | $8,909 | $11,821-24.6% | $30,197-70.5% | $17,007-47.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |