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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $109,171 |
TIC INTERNATIONAL CORPORATION7+ years Service code 10 · EIN 13-2600875 | Accounting | $17,962 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $15,863 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $15,725 |
Service code 10 · EIN 38-2284921 | Accounting | $13,600 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $6,414 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 28 489 FIFTH AVENUE, 10TH FL · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10018 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 280 PARK AVENUE, 10TH FLR · NEW YORK, NY 10017 | Investment Management | $0 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | 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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -6.24% | -6.78%+0.5pp | -5.84%-0.4pp | 39.77%-46.0pp |
| Employer contribution / active EE | $10,303 | $13,335-22.7% | $31,839-67.6% | $19,959-48.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |