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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $113,559 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-2600875 | Accounting | $16,661 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $15,263 |
Service code 10 · EIN 38-2284921 | Accounting | $12,550 |
Filed as: MASSACHUSETTS MUTAL LIFE INS CO. Service code 13 · EIN 04-1590850 | Contract Administrator | $7,131 |
Filed as: WATKIN, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $6,814 |
Filed as: ARISTOTLE Service code 28 489 FIFTH AVENUE, 10TH FL · NEW YORK, NY 10017 | Investment Management | $0 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | 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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -1.15% | 6.95%-8.1pp | 8.01%-9.2pp | 627.08%-628.2pp |
| Employer contribution / active EE | $9,310 | $11,635-20.0% | $29,475-68.4% | $18,824-50.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |