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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $208,354 |
ASB CAPITAL MANAGEMENT2+ years Service code 12 · EIN 80-0618452 | Claims processing; Direct payment fro... | $62,988 |
CUNI, RUST & STRENK2+ years Service code 11 4555 FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $47,042 |
BENESYS, INC.2+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $45,590 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $26,088 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $17,043 |
Filed as: WRUBEL, WESLEY AND COMPANY C.P.A.'S Service code 10 · EIN 38-2574238 | Accounting | $11,100 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.84% | 11.09%-1.2pp | 8.32%+1.5pp | 13.95%-4.1pp |
| Employer contribution / active EE | $12,525 | $10,980+14.1% | $30,793-59.3% | $16,598-24.5% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |