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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $255,387 |
ASB CAPITAL MANAGEMENT1+ years Service code 12 · EIN 80-0618452 | Direct payment from the plan; Claims ... | $63,316 |
BENESYS, INC.1+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $43,850 |
CUNI, RUST & STRENK1+ years Service code 11 4555 FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $40,100 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $27,739 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $16,469 |
Filed as: WRUBEL, WESLEY AND COMPANY C.P.A.'S Service code 10 · EIN 38-2574238 | Accounting | $10,440 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -0.93% | 2.79%-3.7pp | 4.16%-5.1pp | 11.88%-12.8pp |
| Employer contribution / active EE | $11,763 | $10,530+11.7% | $29,966-60.7% | $14,612-19.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |